TaskFlow
How to set up sales force meetings campaign
Introduction. The 'Sales Force Meeting' needs to be configured in TaskFlow by the contact center manager or team leader before starting any meeting calls within TaskFlow. The aim of the campaign is t…
Making Inbound and Outbound calls for contacts 'Potential Leads'
Introduction. BBB's Contact Centre have agents who handle two main tasks: inbound communication (reactive), which involves product inquiries and general helpdesk issues, and outbound communication (p…
How to create a user
Introduction. After TaskFlow is installed on a user's computer, the manager or team leader needs to create a profile for them in the system. Once created, the user will have the ability to receive in…
How to make a sales force meeting call
Introduction. BBB is responsible for contacting Sales Force Members (SFM) in the 'Sales Force Meeting' campaign to follow up on invitations for upcoming meetings. The Contact Centre manager or team l…
How to set up extensions
Introduction. Once the 'Recruitment' and 'Sales Force Meeting' campaign is set, the call team must be used by the manager to selects the agents who should be in which campaign. The call teams are age…
How to configure sales force meetings
Introduction. The 'Sales Force Meeting' campaign has to be set up in TaskFlow by the contact centre manager or team leader before any meetings calls can be made. The purpose of the campaign is so tha…
How to set up dispositions
Introduction. Dispositions are the outcomes assigned to the 'Lead' at the conclusion of each call. Once the 'Recruitment' and 'Sales Force Meeting' campaigns are established, the dispositions must be…
How to set up a recruiting campaign
1. To set up voice campaigns, 1. Go to Campaigns 2. Campaigns 3. Voice 4. Click create 5. Enter the name of the campaign on [Name] 6. Select the model; In BBB’s case, the model is Lead/opportunity 1.…
How to set up call teams
Introduction. Once the 'Recruitment' and 'Sales Force Meeting' campaigns are set up, the manager must use the 'Call Teams' to select the agents for each campaign. 'Call Teams' consist of agents that…
How to call the Leads and Recruits
Introduction. The 'Potential Lead' joins BBB via recruiting, either (internal recruiting) or (external recruiting). Both internal and external recruits goes into a queue in 'Taskflow' system and an a…
