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Steps to Create Skills in the CentraHub CRM

Steps to Create Skills in the CentraHub CRM

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1. Go to settings of CentraHub CRM, Type Queue in the search box on the left side of the screen.

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2. From the drop-down list of the Business Process, click on Queue to create the Skill.

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3. On the Queue List page, enter the relevant details.

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Field Specification for Creating a Queue

Queue Info:

Name

Enter the Queue name.

Headed by

Select the user who would lead the Queue from the drop-down list.

Priority

Select the Priority level from normal, high, low, or medium.

Category

Enter the category from the drop-down list.

Location

Set the location for which the Queue is applicable.

Sub-category

From the drop-down list, select the Sub-Category.

Issue

Select the issue related to the Queue.

Description

Enter the Queue description.

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Member info: Click on “Add member” to create users for the Queue.

  • Add Members pop-window would appear. Select the user type from the drop-down list and click Find to display the user.
  • Add Recipients to the Selected List from the Available List using arrows.
  • Selected users would be displayed in the Member Information grid. (With Roles and Locations automatically displayed for the specified users)
  • Click on + option to add more data grids and for deleting click on the delete option.

4. Click Save.

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