Agent
Info
This tab shows all the information from the clients that are registered on the system, new clients can be added and the information from existing ones can be edited.
When the agent has a connected call (being outcoming manually, through dialer or incoming), if the client is registered in the CRM system database, the following form pops up with the information of the client that is interacting with the agent.
This method simplifies the interaction between agent-client, the agent can modify or add information faster, giving a more efficient service.
If the client is not registered in the system, the form will appear empty so the agent can start completing it and register him/her.
The panel list below, contains all the managements done to this client with its information.
On the right, all the existing schedules for the agent are shown. The option of taking out each notification is available, just press the Delete column on each line.
The client can be easily called with the phone button.
The agent can choose the outgoing campaign to make the call.
Search
Schedule
Statistics
Assignments
Schedule
When an event is selected, the next window will appear:
Any client data changed on the event information will not be changed on the official client data. If the telephone number on the event is modified, and this one is not registered on the system, the agent won't be able to manage this client.
Parameters
Statistics
- Finally, to apply the changes, click on the Save Profile blue button.
If a profile or campaign needs to be deleted
- Click on its respective " - " red button, next to each list.
- They will be removed from the list.