Add Agent (Sales)
The permission differences between sales roles and customer service roles
- Visible Conversation
Sales can only see conversations assigned to themselves and conversations where they are the owner. What is owner attribute
- Transfer Permission
Sales do not have the option to transfer conversations. They can only transfer their own customers by changing the owner to another agent. When a sale changes the owner to another agent, the conversation is automatically transferred to the new agent.
Customer service can transfer conversations and modify the owner as well.
Add a sale agent guidance
Step 1
Invite the sales manage the messages corresponding inbox in the “Inbox>Settings>Agents>Add agent".
Step 2
After receiving the email, sales can click the "Active" button in the email to accept the invitation and access the inbox.
Step 3
Authorize the inbox for sales. Only by adding sales to this inbox can they receive messages from it.
Updated about 2 months ago