Campaign Hot Keys: This feature will allow agents to use Hot keys to quickly disposition the lead after a call. To use, simply select the status you want and the numeric key you wish to assign it to. When your agent is done with a call they can use the hot key by pressing the ALT Key and the number you have selected.
Step 1.Login to the URL http://admin.safesoftsolutions.com using your Admin credentials.
Step 2. Click on the tab Campaigns and then, Show Campaigns.
Step 3. Select the Settings of the Campaign where you want the Hot Keys to be setup.
Step 4. Scroll down to Section 15 - Campaign Hot Keys > Select the key number (0-9) and the Status for that key and then, click on the Assign button.
Example - number 1 will let me disposition the lead as a SALE in the example below
Step 5. The assigned key and status will be displayed below > Repeat the steps 4 & 5 to add multiple hot keys
Step 6. Click the tab Users and then, Show Users.
Step 7. Select the user that is to be given access to use hot keys and go to Settings.
Step 8. Scroll down to Agent Interface Options > Select the drop down Hot Keys Active and choose YES
Step 9. Click Save Changes button to apply the changes.
Repeat Sections 8 - 10 for additional users.
After configuring this, agents should be able to use the Hot Keys