Exact Synergy Enterprise

InterConnect for Macola Phone Queue Settings

Use the Phone Queue Settings page to set up the phone queue and adjust the way it functions in InterConnect.

How to Set Up the Phone Queue

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Setup.
3. Under the Sales funnel heading, click Phone queue. This opens the InterConnect Settings: Phone queue page.

   

Account Types: Select the types of accounts to show, use, and manage on the phone queue. The types you select depend on your company's business practices. You can select any combination of these account types: Customer, Lead, Not validated, Prospect, Reseller, and Suspect.

Account: If you set up this section, you can use the phone queue at the account level.

Enable Phone Queue: Select this check box to enable the phone queue for accounts.

Show: Choose Show All to show all account types in the phone queue, or choose Only Valid to limit the accounts shown to only the accounts that have a valid value in the Phone Queue field on the account card.

Next Follow-up Date field: Choose the free date field that was defined as the next follow up date for the phone queue. This is a free field that must be enabled on the account card setup.

Contact: If you set up this section, you can use the phone queue at the contact level.

Enable Phone Queue: Select this check box to enable the phone queue for contacts.

Next Follow-up Date field: Choose the free date field that was defined as the next follow up date for the phone queue. This is a free field that must be enabled. Navigate to the Menu: Customers page; click Setup; under the General heading, click Free Fields - Contacts. This opens the Accounts: Free fields - Contacts page.

In Phone Queue YesNo Field: Choose the free date field that was defined for including the contact in the phone queue. This is a free field that must be enabled. Navigate to the Menu: Customers page; click Setup; under the General heading, click Free Fields - Contacts. This opens the Accounts: Free fields - Contacts page.

Requests: To use the phone queue, create a default request type. Refer to document 19.315.954 Define InterConnect Request Types for information.

Request type: Select the pre-defined request type to be used on the Work Phone Queue screen when entering a contact request.

Display Request Types 1 to 5: You can select up to five different request types that will appear on a history list on the Phone Queue request creation page. This can be helpful when reviewing historical requests associated with the account or contact while using the phone queue.

InterConnect for Macola Introduction and Document Index (Progression back office)

InterConnect for Macola Introduction and Document Index (Macola ES back office)