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Steps to Scheduling the Request for Service in CentraHub CRM

Steps to Scheduling the Request for Service in CentraHub CRM

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1. Click on the Request module or click the arrow button beside the Request module.

2. From the drop-down list of Tools, Click on Schedule.

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3.On the Schedule page, use drag and drop options to schedule your request.

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4. Click on Assign Call. (To assign service executive, date, time and duration for the request)

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Overview of Schedule Request page

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1. Filter

Set the filter for scheduling requests.

Request or task

Select the radio button to check the scheduled requests or tasks.

Calendar shift

Select date for calendar shift.

Queue

Select the type of queue.

Resource

Enter the resource and click on Go for adding filter.

2. Calendar

Set the calendar date for scheduling the requests.

3. Weekly

Schedule weekly requests.

4. Monthly

Schedule monthly requests using this option.

5. Color Identification

Set the color indication for the requests.

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