Overview
The Transfer Pool module allows you to enter and manage transfer destinations which are made available to one or more campaigns. Transfer assignation to a campaign is performed in the Transfers module in the Campaigns menu.
1. Add or Edit Transfer
The Transfer Pool display allows you to view and manage transfers. Each transfer can be used by one or more campaigns.
Where to find this feature
Open the Workspace.
Select Transfer Pool from the Resources menu.
Click the Add icon in the display header.
Field Name | What you should do |
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Title | Enter a meaningfull name for the transfer |
Transfer Type | Select from Phone, Agent, or Workflow |
Destination | This is the data required by the system in order to process the transfer. Phone - Enter the telephone number including the IDD country code e.g. '+44398765555' or '+61398765555' Agent - Select the Agent name from the list. They must have been set up before in the Agent area Workflow - select the relevant workflow from the list e.g. 'payment workflow' this must be set up in the Workflow area |