CRM Blueprint #3 : La fonction en continu
Bonjour à tous,
Continuons notre série sur les Blueprints en découvrant l'option en continu : contrairement à un Blueprint régulier qui convient à un processus intermittent, un Blueprint continu vous permet de concevoir un processus qui se déroule sans pause. Il est idéal par exemple pour le script d'appel.
Vous pouvez créer un Blueprint qui guidera un commercial au cours d'un appel, en organisant les différentes étapes de l'appel et en affichant les scripts* à prononcer à chaque étape.
(*)Pour ajouter un script d'appel, il suffit d'inclure le script en tant que "Message" dans l'onglet "Pendant la transition" de chaque transition.
Pour créer un Blueprint continu :
- Allez dans Paramètres > Automation > Blueprint
- Cliquez sur "Créer un Blueprint"
- Dans la fenêtre popup "Créer un Blueprint", entrez un nom pour le Blueprint, choisissez le module, la disposition et le champ pour lequel le Blueprint est créé.
Indiquez les critères d'entrée des enregistrements dans un processus, le cas échéant.
Si vous n'entrez pas de critères, tous les enregistrements créés dans le modèle entreront dans le processus.
- Saisissez une description du processus.
- Sous Paramètres avancés, activez l'option "Processus continu".
- Choisissez le propriétaire du processus.
- Cliquez sur Suivant.
Le reste de la procédure de création d'un Blueprint continu est similaire à celle d'un Blueprint régulier.
Bonne journée,
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