automatic creation of an order with a unique incoming call
Hello, is it possible to make a new request instantly created with a unique incoming call? This is implemented in many SRMs.
Now we use Ringostat telephony
Original question is available on version: ru
Now we use Ringostat telephony
Answers:
Hello, you can configure the popup window so that when you click on the button, a process is created in it
23.09.2020, 15:51
Original comment available on version: ru
You might like the Unknown Number Detected action
http://i.imgur.com/uas7gLP.png
Customize it for your business process
http://i.imgur.com/uas7gLP.png
Customize it for your business process
23.09.2020, 16:08
Original comment available on version: ru
The action is located in System Settings -- Automation -- Automation Once a Minute
23.09.2020, 16:10
Original comment available on version: ru
when calling from a counterparty that is already in the system, it does not create an order, it simply creates a call (call date and record) adds to the counterparty.
if this is a new unique call, it is checked for uniqueness and instantly creates a counterparty + application + then adds a call (record + date)
if a missed call: if this is a new unique call, it is checked for uniqueness and instantly creates a counterparty + application + then adds a call (record + date) + A TASK FOR THE MANAGER IS CREATED - "A call was missed from the number 38066793хххх.
Please call this number as soon as possible. A missed call is the best present for a competitor!
An example of setting up a script from ringostat for Bitrix/amosrm/retailCRM
https://drive.google.com/file/d/1uZQl0XTbXOjC3kkewYggbHoh1uLLL3pL/view?usp=shari...
if this is a new unique call, it is checked for uniqueness and instantly creates a counterparty + application + then adds a call (record + date)
if a missed call: if this is a new unique call, it is checked for uniqueness and instantly creates a counterparty + application + then adds a call (record + date) + A TASK FOR THE MANAGER IS CREATED - "A call was missed from the number 38066793хххх.
Please call this number as soon as possible. A missed call is the best present for a competitor!
An example of setting up a script from ringostat for Bitrix/amosrm/retailCRM
https://drive.google.com/file/d/1uZQl0XTbXOjC3kkewYggbHoh1uLLL3pL/view?usp=shari...
23.09.2020, 17:03
Original comment available on version: ru
hang this action "Unknown number detected", configure as needed
Kirilenko Alexander Sergeevich wrote:
when calling from a counterparty that is already in the system, it does not create an order, it simply creates a call (call date and record) adds to the counterparty.
If you apply the above action, then everything is correct - the task will not be created, since the counterparty is in the database
Kirilenko Alexander Sergeevich wrote:
if this is a new unique call, it is checked for uniqueness and instantly creates a counterparty + application + then adds a call (record + date)
Action "Unknown number detected" - will create a task with acc. settings in action
Kirilenko Alexander Sergeevich wrote:
+ A TASK IS CREATED FOR THE MANAGER - "A call was missed from the number 38066793хххх.
To do this, we hang one more action "Create a process based on a missed call" after the above
http://i.imgur.com/IZQ6n5p.png which will create 1 more task with resp. settings
Kirilenko Alexander Sergeevich wrote:
Please call this number as soon as possible. A missed call is the best present for a competitor!
This text can be added either as a comment using automation at the first stage of the selected BP or in the task description in the action settings
Kirilenko Alexander Sergeevich wrote:
when calling from a counterparty that is already in the system, it does not create an order, it simply creates a call (call date and record) adds to the counterparty.
If you apply the above action, then everything is correct - the task will not be created, since the counterparty is in the database
Kirilenko Alexander Sergeevich wrote:
if this is a new unique call, it is checked for uniqueness and instantly creates a counterparty + application + then adds a call (record + date)
Action "Unknown number detected" - will create a task with acc. settings in action
Kirilenko Alexander Sergeevich wrote:
+ A TASK IS CREATED FOR THE MANAGER - "A call was missed from the number 38066793хххх.
To do this, we hang one more action "Create a process based on a missed call" after the above
http://i.imgur.com/IZQ6n5p.png which will create 1 more task with resp. settings
Kirilenko Alexander Sergeevich wrote:
Please call this number as soon as possible. A missed call is the best present for a competitor!
This text can be added either as a comment using automation at the first stage of the selected BP or in the task description in the action settings
23.09.2020, 18:04
Original comment available on version: ru
If I helped you in solving this problem - please note the implementation. Thank you.
07.10.2020, 13:05
Original comment available on version: ru
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