Ytel
CheckoutChamp CRM Integrates to Ytel Phone Switch service.
Once you have established an account with Ytel, go to CheckoutChamp CRM and select the Phone Switches option under Admin → Plug Ins → Phone Switches.
Select the Ytel tile and Activate.
Specify your
User
Password
Server
These details will come from Ytel.
Once you have enabled the Ytel plug in, you can specify to route specific campaigns or users to this Phone Switch.
Campaign Routing:
Advanced Setup – Campaign / User Routing
In order to accurately identify Ytel campaigns, you will need to map them to their corresponding campaign list.
First, click the “Advanced Setup” link under the plugin information box: Once you are in the Advanced Setup page, click on "Campaign Routing"
Use the select box to pick the CheckoutChamp Campaign to map, then enter the corresponding campaignId in Ytelin the input box. Finally, select whether this is an inbound / outbound campaign and click "Create".
User Routing:
Once you have configured Campaign Routing, you should now create your User Routes.
Within the Ytel Advanced Setup Page, select the plus sign near User Routes to create a new User Route
You can add a User Route to YTel by selecting the green plus button above User Routing.
Specify which CheckoutChamp User you would like routed to Ytel along with their corresponding Ytel username. This is established with Ytel and you will find further details by contacting Ytel support,.
Edited 6/29/2020