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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|}} | ||
