Agent Extensions

Each Agent can be assigned a unique extension number, letting other Agents call them by dialling a shorter number than usual. An extension is most often used when making an enquiry call to fellow Agents on behalf of an active caller.

Setting an Agent's Extension

1. Access the Agents list for the intended Customer.
   How do I view a list of Agents for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Agents hyperlink.

2. Locate the intended Agent and click their Details hyperlink. This displays the Details tab for that Agent.

3. Scroll down to the Call Handling Settings section.
4. Type the intended Extension Number into the field provided.
5. Click Save Settings to confirm your change.