Make certain you experience the product sales or Marketing supervisor, customer support management, program officer, or program Customizer safety role or similar permissions.
Look at your protection part
To create a brand new waiting line, choose New. To edit a waiting line, select the queue through the list of queues, and then choose revise about order bar.
Sort: choose whether or not the waiting line is actually an exclusive or general public waiting line. You can use an exclusive waiting line permitting merely a certain set of individuals to work at tasks contained in this queue.
Convert arriving e-mail To Activities: From the dropdown list, select an importance according to the form of messages that you would like to trace as strategies.
Mailbox: A mailbox record when it comes to waiting line is immediately created and chosen as soon as you save yourself the waiting line record. To update the mailbox info, choose the mailbox label. Addiitional information: build forward mailboxes or change mailboxes
Within the Record creation boost guidelines section, add accurate documentation production boost Rule record. Simply by using these regulations, you’ll be able to immediately write or revise program or custom made registers with incoming activities for example e-mail, personal recreation, or other custom made recreation. Additional information: install policies to instantly generate or modify registers
- This is a main location to manage procedures across all recognized activities like out-of-the-box and custom activities from the waiting line.
- The Record development and update rules area displays regulations using the mail task discussion style or public task dialogue environment and therefore have the same queue ID as the waiting line.
- Multiple procedures with similar provider means and exact same waiting line can are present. So when you select e-mail Activity conversion process configurations or societal Activity transformation Settings, the rule using most recent final improved On go out is applied.
View waiting line things for a queue
The waiting line Things section lists all recreation which happen to be often routed automatically from the routing principles or by hand assigned to the waiting line.
Path what to standard queues
For several cases which are automatically made from arriving email and personal articles, build routing principles to approach the matters to queues. After that, assign the things inside the queue to appropriate agencies. Facts: build guidelines to automatically route matters
Designate items to agencies
Queues express covers or strategies as a group until they’re removed from the queue or recognized by a person services representative which assumes duty for dealing with all of them. Representatives can select the items on their own, or a client services manager can manually route these situation towards the agents, or even more queues, people, and groups.
To assign products in the queue to representatives, select designate after picking one or more products in the queues grid. Inside Assign waiting line package, it is possible to choose to assign with other 
people or teams.
- When two agencies at the same time incorporate situations towards queue, the computer produces two queue things instead of a single queue product.
- If you have developed workflows or utilized customized API to assign covers to agencies just in case the exact same circumstances is assigned to two agents while doing so, then program brings two queue things in the place of an individual queue object.
- When an agent chooses a situation developed by another agent and secretes they through the waiting line, possible gets allotted to the queue holder and not toward agent that created the case.
If you chosen the waiting line kind as personal, the USERS section seems. – Choose Incorporate Existing User. Just those customers you incorporate could work regarding products in this waiting line. Should you decide include a team as a member, just the existing team members can access the queue. Unique downline needs to be extra manually towards waiting line to be able to get access to it.