Customer Service Center Dashboard

The dashboard for the Customer Service Center shows a list of pending sales orders by user and an Actions menu for accessing customer service functionality. When the a Customer Service Representative (CSR) is entering a new order, a set of call management tools is presented at the top of the page. Otherwise, the Actions menu is duplicated at the top of the page. When Customer Service Center is first opened, the call actions are available.

Call Actions

The following actions for managing the current phone call are available at the top of the page when entering a new order. Note that there is no “Call” object in Order Management; these actions apply when entering an order or quote while on the phone with a customer.

Pending Orders

A list of pending sales orders (generally associated with calls that have been parked or transferred) assigned to the current user appears. You can open an order by selecting it or void it by clicking its Void button. Select a different user from the Agent: drop-down list to view a list of pending orders assigned to that user.

Actions Menu

The Customer Service Center Actions menu includes the following links: