View - Activity - Create Group
Activities or Change Values
for a Selection of Activities
You can distribute activities randomly among several customer service agents by creating group activities or you can change the values for several activities.
By clicking Distribute responsibility… in one of the wizards, you will view a list of everyone defined as customer service agents in the Employee register.
How to distribute activities
Select View - Activity - Create Group Activities or View - Activity - Change Values for a Selection of Activities.
Create your filter and complete the first steps of the wizard. Then click the Distribute resp. button.
Select which customer service agents are to be included in the distribution of activities.
Indicate how many activities are to be allocated to that person. At the bottom of the window there is a running total of how many of the activities have been distributed.
Click OK when the activities are distributed.
You can now complete the wizard.
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