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Setting Up a Team
Set up your call center team with ease.
- Click on Teams on the left side menu. Here you can view all your current offers here
- Click the blue plus sign to add additional teams
- A team will be utilized if you have a call center type model for your business.
- Add your
- Team Name,
- The Leader of your team from the drop down
- Mark free for interval as 0-1 so that your agents can see all opportunities and customers that may come through
- Remember to click save when you’re done!
- Here you can add:
- An image
- Applicable selling channels
- Funnel for offer
- Terms & conditions
- And more!
- Once you are happy with your offer click save