An example of how to Route Visitors to Specific Agents
In the below example, two rules are set to route the visitors.
- In
the First rule, if the number of Open CRM Potential is more than 2,
then the visitors will be routed only to the selected agents.
- In
the second rule, if the number of past chat of the visitor is more than
5, then the visitors will be routed only to the selected agents.
- In
the right side of the rule you will be able to see the number of
visitors routed to the specified agents based on the rule. The rest of
the visitors visiting your website will be routed to all other agents.
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An example of how to Route Visitors to Specific Agents
In the below example, two rules are set to route the visitors. In the First rule, if the number of Open CRM Potential is more than 2, then the visitors will be routed only to the selected agents. In the second rule, if the number of past chat of the ...
How to Route Visitors to Specific Sales Executives?
In settings, select the Automation section and click on the Visitor Routing tab. Use any of the below-mentioned ways to add a new Visitor Routing Rule: Click on the Add button in the right top corner of the page. Click on the + symbol that appears ...
How to Route Visitors to Specific Sales Executives?
In settings, select the Automation section and click on the Visitor Routing tab. Use any of the below-mentioned ways to add a new Visitor Routing Rule: Click on the Add button in the right top corner of the page. Click on the + symbol that appears ...
Cold Visitors
The visitors who don't fall under any category will be listed under the Cold visitors tab. In cold visitors the following visitor information is displayed: Name/Random ID of the visitor (The star above the Name/Random ID denotes the repeated visitor) ...
Visitors Tab
There are two types of default tabs available in the visitor history they are: All Visitors: This tab lists all the visitors visiting your website. Returning Visitors: This tab separates the repeated visitors from the all visitors and lists in the ...