Sending Emails While on a Call
- ability of the agent to send an email configured under Email Template while in the middle of the call.
Step 1. Create an Email Template under Account Settings>>Email Template.
Click HERE on how to create an email template.
Step 2. Create a status that will trigger the email template.
Click HERE on how to create an email triggers.
Step 3. Login as an agent in the URL http://agent.safesoftsolutions.com.
Step 4. Once logged in as an agent and you receive a call, select a status from the field Email Status located under Lead History and then click on Send.
Step 5. A notification will popup if an email was sent.
Note: If the same status was selected after the call, two emails will be send to the configured email under email template.
This feature can be enable/disable in the Admin interface under Account Settings.