Predictive auto dialing system
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To see details of all the views within a connector, go to Connectors and in the menu that expands, click the connector name under Connector Views.
To create a new view:
Click the arrow button to expand the view settings.
Add New Group
Add agents to each group.
To create a group and set actions for it at once, click Add Group with Actions. You will browse to the New Action Group window.
Newly created views are disabled by default. To enable a view, toggle the Enabled/Disabled button and click Save.
To see the list of leads that go to the view, click Preview Leads.
To import all leads available in the CRM system, click Import Leads. Alternatively, you can click Mass Import in the Connectors List window.
To edit groups in an existing view, expand the view in the view list and click Edit View Groups.
This will open the Action Groups for View window.
The Order column is used to define the group that will take the lead that meets the criteria for several groups.
To change the order of the groups, just drag the lines and put them in the needed order. The numbers in the Order field will change. Then click Apply Order to save the change.
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