Sales Menu Overview
Customer Selection
Module: Customer Selection Topic: Module Overview Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center The Customer Selection window appears when a call is being entered that is associated with a number or record, that is already ...
Internal Notification Queue
Module : Internal Notification Queue Path : Sales or Customer Service Overview pages Topic : Callback Queue Version(s) : Version 5.1 and up Editions : Call Center Edition Notification Queue The Notification Queue allows outbound call backs to be ...
Schedule Callback
Module : Schedule Callback Topic : Feature Overview Version(s) : Version 5.1 and up Editions : Commerce and Call Center Editions After clicking the Schedule Callback button, the Edit Calendar Event screen will appear. Enter the following ...
Agent Performance Report_3.5
Module: Sales Desktop Topic: Agent Performance Report Version(s): Version 3.5 and up Editions: Call Center Edition This report accessed via the Sales Agent Desktop provides agents with a printable report of performance statistics.
Sales Overview Desktop
Sales Overview Desktop The Sales Overview Desktop is where Sales Agents will enter orders, view training or script documents, punch in and out of the Time Card, look at the call log, and view commission stats and performance reports. Tiles: The top ...