Setting up Binotel
Есть необходимость настройки Бинотел ?
У нас есть партнеры-интеграторы которые с радостью помогут в решении данной задачи! Посмотреть список
У нас есть партнеры-интеграторы которые с радостью помогут в решении данной задачи! Посмотреть список
How to set up so that all conversations with the client go to the CRM, regardless of the BP on it. Is it possible?
Or do you need to stamp on all statuses checking calls with a client?
the bottom line is that there are goods where there are a lot of after-sales and pre-sale consultations, and you need to have records of ALL conversations with the client to analyze the work of the manager.
Perhaps you can somehow make records for the client and not for the BP, so that all the records of conversations can be seen not in some kind of BP, but in the client card.
The bottom line is this - you need to pull from Binotel All conversations with the client for the entire period.
Original question is available on version: ru
Or do you need to stamp on all statuses checking calls with a client?
the bottom line is that there are goods where there are a lot of after-sales and pre-sale consultations, and you need to have records of ALL conversations with the client to analyze the work of the manager.
Perhaps you can somehow make records for the client and not for the BP, so that all the records of conversations can be seen not in some kind of BP, but in the client card.
The bottom line is this - you need to pull from Binotel All conversations with the client for the entire period.
Answers:
1) It is possible to make records somehow for the client and not for the BP, so that all the records of conversations can be seen not in some BP, but in the client card. axis here
2) The bottom line is this - you need to pull from Binotel All conversations with the client for the entire period, as if everything is correctly set up, then this is how it works.
2) The bottom line is this - you need to pull from Binotel All conversations with the client for the entire period, as if everything is correctly set up, then this is how it works.
04.05.2021, 08:36
macik9157@gmail.com
Original comment available on version: ru
Hello. Maxim gave you very useful information on your question. I wanted to add that perhaps you have a lot of unknown numbers calling and you do not create a contact card for them, which is why you do not see the entire history of calls. To automatically create this in the system, 2 settings are responsible: "Automatically create a contact when creating a process from an unknown call window" and "Automatically add unknown users on an incoming call"
04.05.2021, 16:48
Original comment available on version: ru
I need to check it out after the holidays
06.05.2021, 13:01
Original comment available on version: ru
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