On the General Information tab you may can configure settings related to Identification, Caller ID, Default General Settings, and Default In-call Status Timeouts. Settings labeled default will be applied to new agents when they are created. These settings can later be adjusted for each agent on an individual basis.
Identification
- Name – Enter a name to identify the team as it will be seen throughout the CCA and admin portal.
Caller ID (dial out)
- Calling Name/Number – An optional team setting, by selecting a name and number from the drop down menu, representatives
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- can choose this entry for their Caller ID information when dialing out (the name and number that will be seen on the receiving end's call display). If Not Specified is selected, the system-wide setting will be used on the General page of the admin portal. If a Caller ID is not listed, contact support to request an addition. Support will review the request and perform the necessary actions to ensure the new Calling Name/Number shows up in the drop down
By selecting a name and number here, representatives are choosing this entry as their caller ID information when dialing out (the name and number that will be seen on the receiving end's call display). If left blank, the system-wide setting will be used on the General page of the admin portal. - Configure additional caller IDs – Click this button if you need to configure additional numbers. When the Favorites page appears, select the numbers you want to appear in the Calling Name/Number list, and then click Update.
New Agent Settings Settings
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