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en:how-to:how_to_config_a_campaign [2012/07/02 13:10]
solo [导入数据]
en:how-to:how_to_config_a_campaign [2017/12/12 03:05] (current)
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-====== ​坐席界面 ​======+====== ​Agent Portal ​======
  
-现在退出系统,使用一个配置了坐席的账户登录+login from an agent account
  
-  * 登录后界面如下+  * the agent portal is
  
 {{:​en:​how-to:​portal_check_in_campaign.jpg?​768|}} {{:​en:​how-to:​portal_check_in_campaign.jpg?​768|}}
  
-  * 点击下方"​dialoutinterface"​标签,进入外呼营销任务模块+  * click tab "​dialoutinterface"​, open campaign module
  
 {{:​en:​how-to:​dialoutinterface_campaign.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign.jpg?​768|}}
  
-  * 在左侧我们可以看到之前添加的 ​"电话约访" ​任务,点击该任务 +  * click campaign ​"Sales" ​on left panel 
-    * 由于我们没有为坐席分配客户,但启用了"​允许坐席获取数据"​,因此可以点击 ​[获取客户按钮获取数据+    * for the agent, we dont assign any customers yet, but we enabled ​[Agent Obtain], click the button to get some customers
 {{:​en:​how-to:​dialoutinterface_campaign_1.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_1.jpg?​768|}}
  
-  * 因为未分配的客户只有两条,因此该坐席只获取到了两个客户+  * we only imported 2 records, so this time, agent only get two
  
 {{:​en:​how-to:​dialoutinterface_campaign_2.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_2.jpg?​768|}}
  
-  * 双击客户可以打开客户资料+  * double click to open the customer
  
 {{:​en:​how-to:​dialoutinterface_campaign_3.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_3.jpg?​768|}}
  
-  * 尝试点击号码后面的呼叫按钮,系统提示需要签入+  * click the icon after the phone number, system prompt that agent need check in first
  
 {{:​en:​how-to:​dialoutinterface_campaign_4.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_4.jpg?​768|}}
  
-  * 点击上访工具栏的第一个图标,可以选择要签入的坐席组+  * click the agent group icon (first one on tools bar), check-in the agent group
  
 {{:​en:​how-to:​dialoutinterface_campaign_5.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_5.jpg?​768|}}
  
-  * 再次呼叫,坐席电话将振铃+  * click the call icon again, agent phone ring
  
 {{:​en:​how-to:​dialoutinterface_campaign_6.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_6.jpg?​768|}}
  
-  * 坐席电话接听后,系统将拨打客户号码 +  * after agent answered, system will call customer number 
-    * 浏览器标题栏可以看到当前拨号状态+    * from the browser title, we can see current status
  
 {{:​en:​how-to:​dialoutinterface_campaign_7.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_7.jpg?​768|}}
  
-  * 当选择继续跟踪时,系统将提示输入回访时间和优先级+  * when select "​pending",​ system will ask for a scheduler and a priority
  
 {{:​en:​how-to:​dialoutinterface_campaign_8.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_8.jpg?​768|}}
  
-  * 切换标签,可以看到当前任务下不同分类客户的完成情况+  * click the tab, you can see the customers under different tab
  
 {{:​en:​how-to:​dialoutinterface_campaign_9.jpg?​768|}} {{:​en:​how-to:​dialoutinterface_campaign_9.jpg?​768|}}
en/how-to/how_to_config_a_campaign.txt · Last modified: 2017/12/12 03:05 (external edit)
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