Getting Started With OMNI Contact Center: These are the five essential steps in kick starting OMNI Contact Center.
1. Create a Campaign
Click Here: How To Add A New Campaign
2. Create / edit layout and custom fields. There is already a default layout and field ready to be used but you can also create and add custom fields that you may need for your company's process.
Click Here: How To Add A Custom Layout Field
Click Here: How To Edit A Layout – Adding, Editing And Deleting A Field Set
3. Upload your Leads. This is your list of customers or phone numbers that the system will dial for your agents when they login to the campaign you assigned to them.
Click Here: How to Upload a Leads List
4. Create and Assign users to your Campaign
5. Seems we're now ready to dial! Please see article below on how your agent can start logging into the Agent Interface page.
Click Here: How to start using the OMNI Agent Interface