Opmetrix HQ - Call Cycles

Setting up, Maintaining and Reporting on Call Cycles

12 articles in this collection
Written by Oliver Huggins and Natasha Sahi

Call Cycle / Journey Plans - Introduction

What is a call cycle? How is a call cycle used? Why do we use call cycles?

Written by Natasha Sahi
Updated over a week ago

Administration

Call Cycles - Creating a Call Cycle

How to create a call cycle in the Opmetrix CMS

Written by Natasha Sahi
Updated over a week ago

Call Cycles - Reassign Appointments

How to quickly reassign Call Cycle rules from one user to another

Written by Oliver Huggins
Updated over a week ago

Journey Plans - Importing/Exporting via Excel

Bulk importing and exporting call cycles using Excel

Written by Natasha Sahi
Updated over a week ago

Call Cycles Bulk Editing & Temporary cover rules

Call Cycle - Bulk View

Fast and easy administration for call cycle changes

Written by Oliver Huggins
Updated over a week ago

Call Cyle - Filter Types & Statuses

Useful Filters for Administrators to Maintain Call Cycle Rules

Written by Oliver Huggins
Updated over a week ago

Call Cycle - Bulk & Temporary Cover Changes

Make permanent and temporary changes to multiple call cycle rows

Written by Oliver Huggins
Updated over a week ago

Multi Vendor Support

Multi Vendor Visits - Overview and Introduction

Working with multiple Brands for Brokers and Sales & Marketing Agencies

Written by Oliver Huggins
Updated over a week ago

Multi Vendor Visits - Mobile App Walkthrough

Working with multiple Brands (Vendors) within a store visit

Written by Oliver Huggins
Updated over a week ago

Multi Vendor - Adding Vendors (Brands)

Admin Vendor Maintenance

Written by Oliver Huggins
Updated over a week ago

Multi Vendor - Adding Call Cycles

How to separate Vendors (Brands) Within Call Cycle Rules

Written by Oliver Huggins
Updated over a week ago

Multi Vendor- Weekly Cycle Frequencies

Maintaining a set number of week for Call Cycle rotation

Written by Oliver Huggins
Updated over a week ago