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Opmetrix HQ - Call Cycles
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