How to Use the Client Chaser Options - Set Up Cold Call Actions
The Client Chaser Options enable you to automatically schedule different actions depending on the result of the first action.
i.e. When placing a cold call and receiving no answer, you can reschedule the cold call or give up.
Create the Actions
1: Click Admin on the menu.
2: Select Action Library from the drop down list.
Set Up a Series of Call Centre Actions
Create the actions in one group so that they can all be found together.
First Action Cold Call
1: Select the General tab.
2: Create an action as normal but ensure that the Is Client Chaser checkbox is ticked.
3: Tick the Save Action To History On Run checkbox. This will create an item in the History when this action is run.
4: Select the places that you wish this action to be visible by ticking the relevant checkboxes.
Select the Users that Can See this Action
1: Click the Display Users tab.
2: Tick the checkboxes relating to the Users that are allowed to see this action.
Client Chaser Options
1: Select the Client Chaser tab - the Client Chaser window will open.
2: Click the New button and create the Client Chaser list, clicking New each time you wish to add an item to the list.
The settings for the items in the list are as follows:
1: Select the General tab.
2: The items in the list are NOT Client Chaser Items - ensure that the Is Client Chaser checkbox is NOT ticked.
3: The only place we need the items on the list to show is In History Filter.
1: Select the Display Users tab.
2: Select which users can run this action.
1: Select the Client Chaser Options tab.
2: If the action is to be rescheduled at another time, tick the Schedule Parent Action checkbox.
--- If the action is Not interested or Give Up do not tick this checkbox.
Schedule Items
1: If any of the claim items require scheduling other actions, select the Schedule tab and add the tasks.
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