Consultative tranfer with data in real time - OK

All installation and configuration problems and questions

Moderators: gerski, enjay, williamconley, Op3r, Staydog, gardo, mflorell, MJCoate, mcargile, Kumba, Michael_N

Consultative tranfer with data in real time - OK

Postby eijal » Mon Feb 12, 2007 8:58 pm

Hi Matt, this is the scenario:

Very often when an agent is making a sale, the information of the deals are not the same that my DataBase, for different reasons, like the address, name of the custormer, etc. OK, the agent request the new information to the customer and do a Consultative transfer to finish the sale.

How can the agent pass that new information to the inbound campaign?
Is it posible? May be recording that new information in some way.

PD.
I will use that information with a webform and an iframe.
Could be usefull to pass that new information, for now I can just transfer the old information from the database

Thanks
Last edited by eijal on Tue Feb 13, 2007 6:11 pm, edited 1 time in total.
eijal
 
Posts: 186
Joined: Thu Feb 08, 2007 6:34 pm

Postby mflorell » Tue Feb 13, 2007 10:19 am

I just updated SVN this morning to have the customer info changes update to the database right before a CXFER or AXFER(consultative transfer)

As for a web form or SCRIPT iframe, they would just need to update the database before the call is transferred.
mflorell
Site Admin
 
Posts: 18387
Joined: Wed Jun 07, 2006 2:45 pm
Location: Florida

Postby eijal » Tue Feb 13, 2007 2:05 pm

Very nice, thanks a lot Matt
eijal
 
Posts: 186
Joined: Thu Feb 08, 2007 6:34 pm

Postby albatroz » Thu Apr 05, 2007 8:02 am

What data fields can be updated? Only Comments field?
I have noticed that this also works when Callback is used
albatroz
 
Posts: 85
Joined: Tue Sep 19, 2006 8:10 am
Location: Peru

Postby eijal » Thu Apr 05, 2007 10:55 am

All customer information, like first_name, address1, etc.
eijal
 
Posts: 186
Joined: Thu Feb 08, 2007 6:34 pm


Return to Support

Who is online

Users browsing this forum: Google [Bot] and 90 guests