Newbie question
Posted: Thu Apr 19, 2012 5:46 amHi. I have the latest install of GoAutoDial installed. Everything works in so much as this is an outbound only call centre installation. This is also the first time I've setup a call centre, and we currently have no one working in it until everything is running how we want it to.
I currently have a campaign setup, a list of 2000 test client details, and the dialling works correctly.
What we want to be able to do now is this:
When a client details appear on the agents screen I want to be able to add a script (in my terminology this is a text based "Hello sir/madam, how are you today?" script) so that the agent can run through a predefined sales pitch. Whenever I click the script tab on the agent screen though it logs the agent into VTIGER and the 2 systems don't seem to tie together (there are no leads etc inside the VTIGER screen). Am I confused over what a script is?
Also, I want to be able to capture further information about the client during the call. I'm assuming that when I click the FOR tab I should be able to use this area to do that?
Can anyone offer me a simple method of being able to do this? Also, I need to export this information out of the system afterwards for use elsewhere. I can download the LIST after running some test calls and get the information out of that. I've also added a custom field to the list which I'm assuming is going to be populated from capturing this additional data during the call.
Any help you can offer will be awesome.
I currently have a campaign setup, a list of 2000 test client details, and the dialling works correctly.
What we want to be able to do now is this:
When a client details appear on the agents screen I want to be able to add a script (in my terminology this is a text based "Hello sir/madam, how are you today?" script) so that the agent can run through a predefined sales pitch. Whenever I click the script tab on the agent screen though it logs the agent into VTIGER and the 2 systems don't seem to tie together (there are no leads etc inside the VTIGER screen). Am I confused over what a script is?
Also, I want to be able to capture further information about the client during the call. I'm assuming that when I click the FOR tab I should be able to use this area to do that?
Can anyone offer me a simple method of being able to do this? Also, I need to export this information out of the system afterwards for use elsewhere. I can download the LIST after running some test calls and get the information out of that. I've also added a custom field to the list which I'm assuming is going to be populated from capturing this additional data during the call.
Any help you can offer will be awesome.
