Using the Search Feature from the Agent Portal

From the Agent portal you can grant your agents access to a search feature, whether to search for only their own leads or to search for all records.

To access the search option the agent would select search.

Once the search feature is selected your agents will have access to perform several different searches options as well as having access to custom views (setup by the administrator)

From the Advanced Search option, agents can search by dates, campaigns, subcampaigns, rep name, call status, or any of the options listed below.

This is an example of a search from the Agent Potal, see below:

From this screen you will have access to all the fields associated with these records, you will have the ability to filter by any of the existing fields. You can also hit the plus sign next to each record and be able to see all interactions from this number, from there you can also listen to the recordings as well.

• Related Articles

• Setting Up Agent Skills

  This article is going to cover creating a new agent skill and configuring it to be used by agents in ChaseData’s Cloud Software Administrator Portal. The first place we need to go is the additional settings menu which is going to be at the top right ...

• Using The Search Module

  The search module is one of the most powerful tools available in your arsenal. Here are some of the things it will allow you to do: Search for records inside all of your campaigns Move records to different campaigns/subcampaigns (as well as creating ...

• Using the Call History Module

  On the agent portal, users have the ability to view their own call history. Note: Records will only be displayed as long as no other agent has called the specific leads. To access the call history module, first agents need to go on break. Once an ...

• Using the Search Tools within ChaseData Agent Application

  This article is going to cover using the search tools provided within the ChaseData Agent Application. To access these tools there are two quick options. This tool is best used to find a contact or lead in the system. One is going to be using the ...

• ChaseData New Agent Client 20 Arguments

  ChaseData Agent Client: Twenty Arguments in Favor of Upgrading Here we discuss why you should switch to the latest Call Center GUI as soon as possible if you’re still using the old Telemarketing GUI; we’re referring to the ChaseData CCaaS Agent ...