How can I create the follow-up feature in MyOperator?
To use the follow-up feature you have to enable the rules or create a new one first.
to your MyOperator dashboard as admin& click on "Followup
" from the top menu.
2. Click on the “Enable the rules” link.
3. Click on "Add new".
4. Enter the rule name.
5. Select the criteria.
6. You can add more than one criteria, for this particular rule the follow-up will be for incoming missed calls.
7. You have a choice where you want to transfer the follow-up calls. You can transfer the call
a. To the Related department.
b. To the Related user
c. Choose User or Department
8. Save the rule.
9. Find the rules here.
10. Now click on “Followup”. You cannot see any pending follow-up here currently. But the list of follow-ups will appear as you missed any calls.
10. Find the list of followup as you missed the call.
What is Follow up?
Follow up feature helps you set up reminders/tasks of calls missed. We can assign follow to one or more pro users as per the need. We can create rules by clicking on follow-up settings under manage.
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How can I create a Demo account?
To create a Demo Account, follow the following steps: 1. Visit www.myoperator.com 2. Click on Signup. 3. Enter your email id and mobile number appearing in a popup and click on “Sign Up”. 4. Click on “Start 3-day trial now” at the bottom of your ...
Can I create a filter for a specified date?
Yes, you can create a filter for a specified date. Just follow the below-mentioned steps: 1. Login to your MyOperator panel and click on “Logs” at the top. 2. Click on “Advance”. 3. Set a date and click on “Save”.
Can I create a filters based on time?
Yes, you can definitely create filters based on time. Follow the steps: 1. Login to your MyOperator panel and go to “Logs” 2. Click on “Advance” to get your own list 3. Fill in the criteria and here you can enter the required time and save the list. ...