Video Tutorials

How to Use BDC Central

  • 01

    Logging Agent Console Activities

    • Understanding the Agent Console

    • How to Log Fresh Sales Lead Activities

    • How to Log Follow-Up Activities for Sales

    • How to Log Fresh Service Lead Activities

    • How to Log Follow-Up Service Activities

    • How to Log Non-Revenue Calls

    • How to Log and Request a TO

  • 02

    Appointment Activities

    • How to Reschedule an Appointment

    • How to Reassign Appointments

    • How to Update the Status of an Appointment

  • 03

    Logs

    • How to Edit Activities

    • Opportunity Management Log

  • 04

    Reporting

    • Activity By Lead Source

    • Progress Report