Lead Center

Overview

• The New Lead Center
• Lead Center Overview
• Lead Center Agent Basics
• Turning on Desktop Notifications
• Classifying Transactions in Lead Center
• Granting Microphone Permissions in Your Web Browser

Routing Calls to Lead Center

• Creating a Lead Center Call Flow
• Routing a Tracking Number to Lead Center

Managing Agents and Teams

• Team View in Lead Center
• Creating Teams in Lead Center
• Adding Agents to Lead Center

Handling Calls

• Monitoring Calls
• Transferring Calls
• Placing and Answering Calls in Lead Center

Handling Texts

• Multimedia Text Messaging in Lead Center (MMS)
• Quick Texts in Lead Center
• Sending and Accepting Text Messages in Lead Center

Lead Center Mobile App

• Lead Center Mobile App

Lead Center – Legacy Version

• Lead Center Basics
• Activating Softphone
• Answer Calls Using Softphone
• Text Messaging Basics
• Outbound Calls Using Softphone
• Quick Texts