Page 1 of 1

Inbound Search Lead

PostPosted: Mon Nov 22, 2021 5:22 pm
by kenneth
Hi,

I am finding a settings that will look first in the data records or the database if we have current record of the customer.

Most of our calls on inbound has zero information. And when I search it has a complete record when i use the Search List option.

Is there a way that I can tweak on, so when it comes to us as an inbound calls we have the details of the customers and it will prompt on each of the agent screen.

Re: Inbound Search Lead

PostPosted: Fri Nov 26, 2021 8:01 pm
by carpenox
yes set the DID to cidlookup

Image

Re: Inbound Search Lead

PostPosted: Tue Nov 30, 2021 12:54 pm
by kenneth
Thank you Chris.

I will try these on production tomorrow.

Re: Inbound Search Lead

PostPosted: Wed Apr 19, 2023 4:48 am
by IanGP
Thanks for this post.
Helped me with the inbound calls.

Regards
IanGP