Customer Service Menu Overview
Call Log Data
Module: Call Log Data Path: Customer Service > Customer Service > Call Log Data Topic: Call Log Data Version(s): 5.1 Editions: Call Center What Is Call Log Data Call Log Data is a quick glance look at orders entered manually by agents within the ...
Training Documents
Module : Training Documents Topic : Page Overview Version(s) : Version 5.1 and up Editions : Commerce and Call Center Editions The Training Area Overview section is for sharing the latest revisions of documents used in the sales process. Agents can ...
Timecard Management
Module: Customer Service Path: Customer Service > Customer Service > TimeCard Topic: Timecard Version(s): Version 5.1 and up Editions: Commerce and Call Center Editions What Is TimeCard An employee can punch in, punch out, go to paid breaks and go to ...
Sales Scripts
Module : Sales Scripts Topic : Page Overview Version(s) : Version 5.1 and up Editions : Commerce and Call Center Editions The Sales Scripts Overview area is for sharing the latest revisions of documents used in the sales process. Agents can review ...
Upcoming Events
Module : Customer Service Topic : Upcoming Events Version(s) : Version 3.5 and up Editions : All Editions Upcoming Events Navigate to the C. S. Agent desktop by clicking the C. S. Agent menu item. A list of upcoming events for the current user is ...
Product Lookup
Module: Customer Service Path: Customer Service > Customer Service > Product Lookup Topic: Product Lookup Version(s): Version 3.5 and up Editions: All Editions What Is Product Lookup Use Product Lookup to find a customer based on Product information. ...
CS Event Lookup
Module: Customer Service Path: Customer Service > Customer Service > CS Event Lookup Topic: CS Event Lookup Version(s): Version 5.1 and up Editions: All Editions What Is CS Event Lookup Use CS Event Lookup to find a customer based on CS Event ...
Customer Service Overview Desktop
Module : Customer Service Overview Desktop Topic : Page Overview Version(s) : Version 5.1 and up Editions : Standard, Commerce, Call Center Customer Service Overview The Customer Service Overview Desktop is where Customer Service can lookup customers ...