This module will allow you to see your current calls, call statistics and call recordings. Please note that in order to access this page, you must have the CALL_MANAGER role. For call tapping, there is also a role. I invite you to consult the following article.
If your Traction has several branches, you have two views:
All departments = all branches
My departments = your branch
COLUMN
On the right you will find all the extensions of the employees, their number of incoming and outgoing calls, their availability status and the number of visits.
CALLS IN PROGRESS
You can see the current calls, who is on the phone, where the call is coming from and who is calling. This is also where you will create a call note.
COLORS
Red = back to reception
Blue = waiting for reception
Yellow = direct transfer
Green = connected
STATISTICS
I invite you to consult the article to learn more.
SUPERVISOR
I invite you to read the article to learn more.
Related Articles
Call Notes
A call note is used by the receptionist when a customer wants to be called back. There are several ways to leave a note or to consult a note. CALL NOTE FOR THE RECEPTIONIST Team -> Call manager When a call comes back to the reception and the customer ...
Call Opportunities
This module will allow you to see all opportunities created via an inbound or outbound call. If you want to see by lead type separately, you have the options: All opportunities / In-store opportunities / Web opportunities Don't forget to configure ...
Creating and modifying a User
1- Where to begin Click on the Admin tab then User. To be able to see the Admin tab, our user must have the Admin role. 2- Display Sorted by user name, first name, last name, department, active (checked) / inactive (unchecked) and the role of the ...
Availability status
Your availability status is handy to see if you are available, on the phone or unavailable. If you are in web lead dispatch or in the sales rotation, it will be very important to use the status. When you are on the phone, it will automatically be ...
Voicemail Configuration
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