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The feature enables customer service manager and call operators to create up to 5 different groups of call operators and then choose for each action which group should be able to do that action.
- Create Groups
In CRMCSCC/Configuration/AgentGroups:
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2) Assign call actions to specifc groups
In CRMCSCC/Configuration/Priorities & Assignments
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- Click on "edit" and the group responsible for this call. Confirn the changes by clicking on "save"
Notes:
- If the members of a group are changed, the changes immediatly take effect.
- If a specialised team is created - for example a "collection team"- and specific collection calls are assigned to that team, the call operators on that team will still have to do any calls with roles " Sales/ CSCC: Call Operator". If you don't want them to do any other calls, you will have to create a second team - e.g. "non-collection team" - and assign all the other calls to that team.
If you have any questions, please comment below.
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