Alti-MSCRM Manual
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• Product/Product Number
5.
(Optional) In the field below the Pop Page/Match drop-down list, you
can enter a pre-defined web page that will pop for the agent.
Figure 12.
Pre-definable Web Page Field
A suggested use for this feature is to prepare an agent answering guide
or agent script as a web page, configured to pop to a workgroup to
guide the workgroup agents with key information—product
information, current inventory levels, sales script, etc.—while
handling a customer call.
Note: For an example of how to set up an answering guide, refer to
“Sample Answer Guider” on page 31.
6.
(Optional) Select the Pop New Page if no match to have a blank
contact screen pop up if no conditions are matched.
Figure 13.
Blank Contact Page
7.
Click the Save and Close button when finished.
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