Adding Department

In order to add department after login, select Admin tab on the lower left corner of the screen as shown below:

$images\add_dept_1.gif$

Figure: Adding Department (step 1)

Selecting Admin tab opens, list of sub tabs. Select Department from the left as shown below:

$images\add_dept_2.gif$

Figure: Adding Department (step 2)

Selecting Department allows you to add new department in the system. Select Add New Department from right side of the screen as shown below:

$images\add_dept_3.gif$

Figure: Adding Department (step 3)

Selecting Add New Department opens a form that needs some information to add a new department. Specify the required details as per your requirements. Following figure illustrates the form and some sample information. It adds a department with the name Sales @ Advanced CRM and adjoins an e-mail sales@advanced-crm.com with it.

$images\add_dept_4.gif$

Figure: Adding Department (step 4)

You have to specify the required information in their respective fields such as:

1. Specify Department Name (as you want it to be displayed) in this field e.g. Sales @ Advanced CRM

2. Specify e-mail address of the user in this field e.g. sales@advanced-crm.com

3. Specify your Password in this field

4. Specify POP3 Server name in this field e.g. advanced-crm.com

5. Specify SMTP Server name in this field e.g. advanced-crm.com

6. Select appropriate authentication type from this field (Auth Type)

7. Select options that you want to offer to your customers such as:

Ø Selecting Ticket allows customers to post queries to the users of their associated department (e.g. sales department in our case)

Ø Selecting Chat allows customers to have live conversation with the users of their respective departments (e.g. sales department in our case)

Ø Selecting Callback allows customers to request for a call from the users of their associated department (e.g. sales department in our case)

Ø Selecting Contact & Feedback allows customers to contact to the users of their associated departments (e.g. sales department in our case)

8. This field allows you to test your connection

9. This field allows you to save the record