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RETURN TO THE MAIN SUPPORT PAGE

Location users need to be aware of what updates Contact Center Agents

are making

make in Lead & Customer cards. This guide explains how location users access these email notifications sent notifying them of

these changes

specific updates.

Notifications are sent the location email when the following actions occur;

A
The Contact Center creates a Lead.
A new Lead fails to sync with the property management software.
A Lead card is updated (opened & saved) by a Contact Center Agent.
A note to added to the Lead card by a Contact Center Agent.
A Contact Center Agent moves-in a Lead.
A Contact Center Agent adds a note to the Customer card.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

You must be signed into the Web Client as an Administrator to access the Settings icon and manage Contact Center notificationsconfigurations.

Access

Edit Notifications