Adding and Editing Call Centers

Select CRM -> Call Centers on the navigation side bar.

To add a Call Center, click the green + button.

Enter a Call Center name and click the Create Call Center button.

There are additional options when you edit a Call Center. To edit a Call Center, click the blue Edit button.

In the Call Center edit screen, you can Assign Campaigns, Add Agents and Teams, and Assign DNIS or ANI.

To associate a campaign with a call center, look at the Campaigns area and click on the green + Button. Select a campaign from the dropdown and click "Add Campaign". Campaigns can be removed after creation.

To add an agent to a call center, navigate to the Agents tab and click on the green + Button. Select a user, role, team, and commission rate and click "Add Agent". These values can be edited after creation.

To add a team to a call center, navigate to the Teams tab and click on the green + Button. Enter a team name and click "Create Team". The team name can be edited after creation.

Within the call center you can assign DNIS or ANI. To add a source, navigate to the Media Sources tab and click on the green + Button. Enter a range of DNIS or ANI for call tracking. You can assign your media sources to your toll free number. Add a title, assign a media type and campaign, and enter a media market. These values can be edited after creation.

All of the Telephone Agents and Team Leaders will be activated by uploading a CSV file in a simple format or by adding them one by one.