Location users need to be aware of what updates Contact Center Agents make in Lead & Customer cards. This guide explains how location users access these email notifications sent notifying them of specific updates.
Notifications are sent a location email when the following actions occur;
A Contact Center Agent creates a Lead.
A new Lead- fails to sync with the property management software
An error occurs in the PMS when an Agent saves a new Lead.
A Lead card is updated (opened & saved) by a Contact Center Agent.
A note is 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 configurations.