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Difference between revisions of ":Salesforce"
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*[[Internal:Salesforce_Create_Case|How to create a new case]] | *[[Internal:Salesforce_Create_Case|How to create a new case]] | ||
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| + | *[[Internal:Salesforce_Search|How to lookup customer and case information using the SalesForce search bar]] | ||
==Routing: Omni-Channel== | ==Routing: Omni-Channel== | ||
Revision as of 15:37, 12 February 2018
Contents
Salesforce
Getting Started
(Under Construction)
Routing: Omni-Channel
Telephony: Shoretel/Mitel
Manuals
Instructions
- Install Connect Client
- How to Log a Call
- Login_and_Take_Calls
- Logout_for_Break
- Logout_go_Home
- Wrap_up
Shoretel Server Status
Links and Resources
Process Quick Reference
- Must use Chrome
- Case must be created or updated for every customer interaction
- Email must be sent to customer for every customer interaction
- Case must be closed before moving onto the next case
