差别
这里会显示出您选择的修订版和当前版本之间的差别。
| 两侧同时换到之前的修订记录 前一修订版 后一修订版 | 前一修订版 | ||
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integrating_clustercc_and_zoho_crm [2018/10/16 15:01] admin [步骤1：授权ClusterCC] |
integrating_clustercc_and_zoho_crm [2018/10/16 15:06] (当前版本) admin [2.3、使用ClusterCC集成] |
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| Add the ID of ClusterCC team; | Add the ID of ClusterCC team; | ||
| - | Http:// call center address: port /zohoapi/initr/ClusterCC_team_identity | + | [[Http://call center address: port /zohoapi/initr/ClusterCC_team_identity|Http://call center address: port /zohoapi/initr/ClusterCC_team_identity]] |
| ClusterCC_team_identity is the team ID in the ClusterCC system. | ClusterCC_team_identity is the team ID in the ClusterCC system. | ||
| 行 41: | 行 42: | ||
| \\ | \\ | ||
| - | =====二、将ClusterCC与ZohoCRM用户联系起来===== | + | =====Step 2: connect ClusterCC to ZohoCRM users===== |
| - | ==== 2.1、ZohoCRM单个关联ClusterCC坐席 ===== | + | ==== 2.1、ZohoCRM single ClusterCC agent association ===== |
| - | 2.1.1.在ZohoCRM用户设置里面分别绑定坐席id即可，状态默认启； | + | 2.1.1.binds the agent ID separately in the ZohoCRM user settings, and the state starts by default. |
| {{:z2.png?700|}} | {{:z2.png?700|}} | ||
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| - | ==== 2.2、ZohoCRM批量关联ClusterCC坐席==== | + | ==== 2.2、ZohoCRM batch related ClusterCC agents=== |
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| - | 2.2.1.如果没有坐席组，要先添加坐席组和对应默认外呼营销任务； | + | 2.2.1.if there is no agent group, we should first add the agent group and the corresponding default calling marketing task. |
| - | 2.2.2.添加时会自动展示ZohoCRM的用户列表供选择；（添加的坐席和勾选的ZohoCRM user数量要相同） | + | 2.2.2.The user list of ZohoCRM is automatically displayed for selection when added; (The number of agents added and the number of ZohoCRM users checked are the same.) |
| - | 2.2.3.添加成功会自动把该批坐席与勾选的ZohoCRM用户随机关联并默认全部启用phonebridge相关功能； | + | 2.2.3.Successful addition will automatically associate the agents with the selected ZohoCRM users randomly and enable phonebridge-related functions by default. |
| {{:z3.png?700|}} | {{:z3.png?700|}} | ||
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| - | ==== 2.3、使用ClusterCC集成 ===== | + | ==== 2.3、Using ClusterCC integration ===== |
| - | 2.3.1.一旦您的ClusterCC集成设置就绪，您就可以在您的crm帐户中打出电话、接收呼叫和添加后续活动。 | + | 2.3.1.Once your ClusterCC integration settings are in place, you can make calls, receive calls, and add follow-up activities to your CRM account. |
| - | 2.3.2.当您通过ClusterCC从CRM联系人收到来电时，您可以看到联系人的名片视图。 | + | 2.3.2.When you receive a call from a CRM contact via ClusterCC, you can see the business card view of the contact. |
| {{:z5.png?500|}} | {{:z5.png?500|}} | ||
| - | 2.3.3.您可以通过ZohoCRM帐户（已经与ClusterCC坐席关联过）打电话。 | + | 2.3.3.You can call through the ZohoCRM account (which has been associated with ClusterCC). |
| {{:z6.png?500|}} | {{:z6.png?500|}} | ||
| - | 2.3.4.在通过ClusterCC的每个呼叫结束时，您可以从呼叫结束在ZohoCRM的窗口。这些信息将自动与相应的记录相关联。 | + | 2.3.4.At the end of each call through ClusterCC, you can end the call from the ZohoCRM window. This information will be automatically associated with the corresponding records. |
| {{:z7.png?400|}} | {{:z7.png?400|}} | ||
