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This document explains how to assign contacts to account managers to automatically route calls to assigned owners. Created: January 2019 Permalink: https://confluencewildix.wildixatlassian.comnet/wiki/x/ZQHwAQLRHOAQ |
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Assign contacts to account managers
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Note: For detailed information about contacts import, please consult Import of Contacts and Users Guide. |
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Import of contacts from Infusionsoft: if the contacts imported from Infusionsoft have "Owner" (specified in Infusionsoft) and owner's email address is present both in Infusionsoft and local LDAP, then the owner is automatically assigned to the imported contacts in Collaboration. |
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- Go to Collaboration → Phonebook
- Select the phonebook and click Edit
- Select the contact in Contact owner field
Automatically route calls from known callers to account managers
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For example: OWNER -> ${LOOKUPPHONEBOOK('CALLER_NUMBER', 'office, mobile', 'owner_id')}
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Here you can find the example of Dialplan configuration:
- Set -> OWNER -> ${LOOKUPPHONEBOOK('${CALLERID(num)}' , 'office,home,mobile', 'owner_id')} - looks up for owner ID
- Set -> INFUSIONSOFT -> ${LOOKUPPHONEBOOK('${OWNER}', 'source_id', 'extension')} - looks up for a contact owner according to the found ID (PBX user) in shared phonebooks (in this case we indicate that the source is Infusionsoft, but you can use your own source)phonebooks
- Jump to if -> "${INFUSIONSOFT}"!="" -> Procedure with a modified number ${INFUSIONSOFT} - if the previous execution is successful, routes a call to a contact owner
- Call group - the application is executed in case no contact owner is found
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Note: Refer to Dialplan applications Admin Guide for the detailed information about Dialplan applications. |
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