All installation and configuration problems and questions
Moderators: gerski, enjay, williamconley, Op3r, Staydog, gardo, mflorell, MJCoate, mcargile, Kumba, Michael_N
by Iz3k34l » Tue Aug 27, 2013 12:38 pm
Is it possible for an agent to take ownership of an account where a couple scenarios exist;
1) they have a sale and the client calls back in and takes the call while the primary agent is unavailable. another agent cant change the status and/or change ownership
or
2) they have a prospect call in and another agent cant change the status and/or change ownership of lead or sale.
Since Vicidial requires the agent to disposition a call after disconnecting the call , this would change the last disposition of a lead from a sale in turn affecting the end of the day reporting of the 'Sales Export Report' and a particular agent not getting credit for a particular sale.
Is there a disposition that can be used that would not affect the sale status and the sales reporting.
Vicidial Ver.2.6-399a | ViciBox.x86_64-4.0.3.preload.iso
BUILD: 130425-0700
Web/MySQL-4x Xeon X7550 4 Core 2.0GHz. 64GB ram
1x Dialer- Dual Xeon Quad Core 2.66GHz 16GB ram
5x Dialer- Dual Xeon Quad Core 2.66GHz 8GB ram
amfeltec PCI Timers
-
Iz3k34l
-
- Posts: 76
- Joined: Fri Feb 08, 2013 4:55 pm
by omarrodriguezt » Mon Jun 16, 2014 1:31 pm
Hello,
We had same situation before, and we ended up by creating a new disposition named: sales follow up.
http://www.ITContinental.comDedicated USA Servers - Vicibox - Vicidial - Limesurvey - Vtiger CRM - More than 15 years experience - Hablamos Español
-
omarrodriguezt
-
- Posts: 667
- Joined: Fri Jun 05, 2009 12:22 pm
- Location: Dominican Republic
-
Return to Support
Who is online
Users browsing this forum: Bing [Bot], Google [Bot] and 39 guests