Activating a User vs. Activating a Salesperson: Differences
Understand the difference between activating a user (platform access) and activating a salesperson (operational role with license) in Vixiees.
Configuración
8 articles
8 articles
Understand the difference between activating a user (platform access) and activating a salesperson (operational role with license) in Vixiees.
When a contact enters a playbook with the 'First available' strategy, the previous salesperson is unassigned for fair distribution.
Restrict salespeople's ability to hang up calls in specific Sales Brains (Playbooks), ensuring they complete conversations.
How Vixiees selects the initial playbook for new contacts: by phone number, web form, or default playbook.
Manage which salespersons receive tasks in each playbook: add users, configure daily limits, and understand what happens to tasks when removing users.
Assign task templates to specific backoffice or middleoffice teams so tasks are distributed only among the selected team's members.
User deactivation system that preserves history: deactivating a license frees costs, deactivating a user suspends access.
Configure vacation mode for absent users: contact reassignment options and transferable task management.