FAQ
Frequently Asked Questions about CXPE
Step 1: Press on the ‘Send to Queue’ button on the call banner. Step 2: Select the queue you want to transfer to from the drop-down list ...
Fri, 23 Aug, 2019 at 9:00 AM
Step 1: Press on the ‘Transfer’ button on the call banner. Step 2: In the search field type either the Name, Email or Extension of the user you...
Fri, 1 Nov, 2019 at 8:06 AM
Step 1: Press on the ‘Transfer’ button on the call banner. Step 2: Type in the number you want to transfer to and press on the result in the f...
Fri, 23 Aug, 2019 at 9:02 AM
Step 1: After opening a task, press on the ‘Search’ button in ‘Search Interactors’ field in order to display all possible matches, if not opened by default...
Mon, 16 Dec, 2019 at 8:13 AM
Step 1: Within the top right menu, click on 'Search Interactors'. Step 2: In the pop-up window search for Contact/Interactor ...
Thu, 7 Nov, 2019 at 10:44 AM
Step 1: Within the top right menu, click on “Search Interactors”. Step 2: In the pop-up window search for Interactor/Contact by typing Name,...
Thu, 7 Nov, 2019 at 10:36 AM
Step 1: Complete the task with the relevant tag, leave a note and press the 'Submit' button. Step 2: On the screen you are being dis...
Thu, 7 Nov, 2019 at 10:37 AM
Step 1: First option to blacklist an interactor is after selecting ‘Bad’ tag for the interaction, to select ‘Blacklist’ sub-tag. Step 2: You ...
Mon, 6 Jan, 2020 at 8:50 AM
Leads qualification Currently there are 5 main tags for lead qualification which you can select: 'Good', 'Bad', 'Existing...
Wed, 5 Feb, 2020 at 8:27 AM
Tutorial on transfering to Allen Credit Counseling
Tue, 31 Mar, 2020 at 12:24 PM