Manage business outcomes

Business Outcomes are a registry of the business consequences of the contact with the customer, attributed to an interaction by the agent who dealt with it. For instance: "client accepted the offer", "refused", "asks to call later", etc.).

Management_Businessoutcome_page.png

 

Click on Management_Businessoutcome_popup.png to open the create business outcome pop-up window:

Management_Businessoutcome_create.png

On the create business outcome pop-up window:

  • Insert the business outcome name.
  • Select if the business campaign is available for all campaigns or just the assigned campaigns.
  • Select if the business campaign is a successful business outcome.
  • Select if the business campaign can be selected after an interaction.
  • Click CREATE to apply changes.

 

Click on User_profile_actions.pngto open the business profile profile:

Management_Businessoutcome_profile.png

On the pop-up window you can:

  • Add child: Add a sub-business outcome.
  • Delete: Delete the shelf profile.

 

Click on User_profile_edit.png to open the details pop-up window:

Management_Businessoutcome_details.png

On the details pop-up window:

  • Select if the business campaign is available for all campaigns or just the assigned campaigns.
  • Select if the business campaign is a successful business outcome.
  • Select if the business campaign can be selected after an interaction.
  • Click SAVE to apply changes.

 

Click on User_profile_edit.png to open the campaigns pop-up window:

Management_Businessoutcome_campaigns.png

On the pop-up window:

  • Click on Management_Businessoutcome_addcampaignsbutton.png to open the add campaigns pop-up window:
    Management_Businessoutcome_addcampaignspage.png
  • On the pop-up window:
    • Select the campaigns to associate the business outcome to.
    • Click on ADD CAMPAIGNS to apply changes.
  • Click on User_profile_deletecampaign.png to delete a campaign, from the campaign list.
  • Click SAVE to apply changes.
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