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Interface Customizations

Translations

The Interface Customizations section not only allows you to specify languages but gives you the power to change the terms you would like to use.

For example, rather than calling a lead “A New Lead” you can change it to “A New Potential Client” etc. Select the communication touch point you would like to edit and enter your new terms:

  • New Lead Email

The first email that is sent to the agent when they qualify for a lead

  • Accepted lead Email

The email that is sent to the agent when they accept a lead

  • Catchall Email

The email that is sent to the catchall when they receive a lead

  • Follow Up Catchall Email

The follow-up request email that is sent to the catchall after accepting a lead

  • New Lead SMS

The first SMS that is sent to the agent when they qualify for a lead

  • Accepted Lead SMS

The SMS that is sent to the agent when they accept a lead

  • Catchall SMS

The SMS that is sent to the catchall when they receive a lead

  • Countdown

The lead preview screen (webpage) with the countdown clock

  • Accepted Lead

The lead detail screen (webpage) after hitting “Accept Lead”

  • Time-out Lead

The webpage that is seen if an agent clicks on a lead after their time limit has expired

  • Declined Lead

The webpage that is seen if an agent clicks on decline a lead

  • Requeued Lead

The webpage that is seen if an agent clicks on “give me another chance”

  • Follow Up Form

The webpage that is seen after an agent clicks on “provide feedback” from the request
feedback email

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