Be sure that you have the product sales or marketing and advertising management, customer care supervisor, program Administrator, or System Customizer safety character or equivalent permissions.
Check your security character
To generate a queue, choose brand-new. To edit a waiting line, choose the waiting line from the directory of queues, after which pick modify on order pub.
Kind: Select whether the queue is an exclusive or community queue. You need a personal queue allowing just a certain set of individuals focus on recreation within waiting line.
Change Incoming e-mail To recreation: from dropdown checklist, identify a value with respect to the sort of information you want to trace as tasks.
Mailbox: A mailbox record your queue is instantly produced and chosen when you help save the waiting line record. To upgrade the mailbox facts, find the mailbox name. More details: Make forward mailboxes or change mailboxes
In the Record creation and update principles area, create an archive development and Update Rule record. Through the use of these formula, possible instantly build or revise system or custom records with incoming activities particularly emails, personal activities, or other custom tasks. Facts: created policies to instantly generate or revise files
- This really is a main place to control principles across all backed tasks including out-of-the-box and custom activities associated with the queue.
- The Record creation boost procedures point exhibits procedures using the Email Activity Conversation Setting or societal Activity Conversation Setting and this have a similar queue ID since waiting line.
- Several policies with the same supply bbwdesire desktop means and exact same waiting line can exists. When you choose Email task conversion process configurations or Social Activity conversion process setup, the tip using the most recent Last changed On go out is used.
View queue stuff for a waiting line
The Queue Items part listings all strategies which are both routed instantly by the routing procedures or manually assigned to the queue.
Course what to basic queues
For every circumstances that are immediately constructed from arriving email and personal articles, produce routing principles to approach the instances to queues. Subsequently, assign the things inside waiting line to proper agents. More info: Create regulations to immediately route matters
Designate items to representatives
Queues express matters or activities as a team until these are typically removed from the queue or acknowledged by a consumer service agent who thinks obligations for handling all of them. Agencies can pick the things on their own, or a consumer services management can by hand approach these situations into representatives, or to some other queues, consumers, and groups.
To designate products in the queue to representatives, select Assign after choosing several items in the queues grid. Inside designate Queue package, you can easily elect to assign to other consumers or teams.
- When two agents at the same time add situations toward waiting line, the system creates two queue items rather than just one queue product.
- If you have produced workflows or used personalized API to assign circumstances to representatives of course, if alike circumstances try assigned to two representatives on top of that, then program brings two queue products versus just one queue items.
- When a real estate agent selects an incident produced by another agent and secretes it from the waiting line, the actual situation becomes assigned to the queue owner and never on broker that developed the situation.
Any time you chosen the queue type as personal, the PEOPLE section seems. – Select Put Current Consumer. Solely those consumers which you incorporate can perhaps work in the items in this queue. In the event that you put a group as a part, just the established associates can access the waiting line. New downline need to be added manually into the queue to be able to access it.