Location users need to be aware of what updates Contact Center Agents are making in Lead & Customer cards. This guide explains how location users access these email notifications sent notifying them of these changes.
Notifications are sent the location email when the following actions occur
- A 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 notifications.
Access
(A) Settings icon - Click to access all available administrative settings.
- (B) Contact Center Configuration - Click to access all available Contact Center Configuration settings.
