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

  1. Open the Workspace.

  2. Select Transfer Pool from the Resources menu.

  3. Click the Add icon in the display header.

  • To edit an existing transfer, click the Edit icon to the right of the transfer.

Field Name

What you should do

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