HomeAdmin FAQWorking with CampaignsSending Emails While on a call

4.34. Sending Emails While on a call

 

Sending Emails While on a Call

- ability of the agent to send an email configured under Email Template while in the middle of the call.

 

Step 1. Create an Email Template under Account Settings>>Email Template.

Click HERE on how to create an email template.

 

Step 2. Create a status that will trigger the email template.

Click HERE on how to create an email triggers.

 

Step 3. Login as an agent in the URL http://agent.safesoftsolutions.com.

Step 4. Once logged in as an agent and you receive a call, select a status from the field Email Status located under Lead History and then click on Send.

 

Step 5. A notification will popup if an email was sent.

Note: If the same status was selected after the call, two emails will be send to the configured email under email template.

         If no email triggers configure in the account, the Email Status under Lead History will not show.

 

This feature can be enable/disable in the Admin interface under Account Settings.

 

 

Knowledge Tags

This page was: Helpful | Not Helpful