From the CRM menu select CRM (Customer Relationship Management) parameters. These are required to set priorities for CRM companies.
The form is divided into two tabs:
The fields on this tab enable users to terminate and/or exceed the maximum follow-up days in a contact chain. They are as follows:
Mandatory up sells priority level: Minimum Point-of-Sale priority a user requires in order not to have to validate the upsells form in a service booking script.
Priority to terminate contact chain: Priority for a contact chain to be terminated.
Priority to exceed Max Follow-Up days: Priority to enable users to exceed the maximum follow-up days.
Maximum number of Follow-Up days: Maximum number of follow-up days allowed.
The field on this tab enables you to change the method the system employs when calls are allocated to users during the call list creation process.
Allocate by agent: If this field is ticked when call lists are created, the calls will be allocated to the preferred agent to a vehicle's last service location.