Make sure location teams see critical Contact Center activity right away so they can follow up with leads and customers quickly and accurately.
Quick start
1. Sign in to the Web Client as an administrator.
2. Open Settings > Contact Center Configuration > Notifications.
3. Turn Enable Email Notifications on, choose Location App or Browser (Read-Only), then select Save.
When notifications are sent
Location users receive an email notification at the location email address when Contact Center agents perform any of the following actions:
A Contact Center agent creates a lead.
An error occurs in the PMS when an agent saves a new lead.
A Contact Center agent opens and saves a lead card.
A Contact Center agent adds a note to the lead card.
A Contact Center agent moves in a lead.
A Contact Center agent adds a note to the customer card.
You must be signed into the Web Client as an administrator to access the Settings icon and manage Contact Center configurations.
Configure email notification options
From the Web Client home screen, select the Settings icon (A) to open all available administrative settings.
In the navigation menu, select Contact Center Configuration (B) to open Contact Center configuration settings.
Within Contact Center Configuration, select Notifications (C) to open email notification options.
On the Notifications screen, use Enable Email Notifications (D) to turn location email alerts on or off. When this setting is on, an email is sent to the location email address whenever agents complete supported activities, such as adding a new lead or making a note on a lead or tenant record.
f locations use Storable CRM at their facility, select Location App (E). The email notification includes a link that opens the lead or customer card directly in the location client so users can view information and interact with the record in Storable CRM.
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If the Contact Center uses Storable CRM but the locations do not, select Browser (Read-Only) (F). The email notification includes a link that opens a read-only version of the lead or customer card in a browser. Location users can view the record and any agent notes, but they cannot interact with Storable CRM.
To discard any unsaved changes, select Cancel (G). To apply your configuration, select Save (H). The page remains open, and future email notifications are sent using the option you selected.