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The ECS CRM is a contact management system that allows agents and supervisors to add and manage new and existing contacts.
Default Template
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- Select the icon to add a new template. Provide the template with a name.
- Click on the new template to drill down and edit
3. Edit the Custom Field Name, Order, Visible, Editable and Is Required field for the template.
4. Once a template has been created, drill down into the Business Process under Handling Defaults to apply.
5. Save and Deploy changes
6. When an agent accepts an interaction they will see either the default CRM template or the Custom CRM display template assigned to the Business Process the interaction came through.
