Page Comparison

STEP

ACTION

SCREENSHOT

1

Option 1 - While on a call, Click on either the New button and then select Email 

Option 2 – Hover over the Active Call area on the app and the Email button should appear

2

•  Select a Skill and click on ‘Create’

3

• Enter the email address corresponding to the appropriate back-office team:

  • For homeowner interactions

    • support@myeverbright.com

  • For installer interactions

    • support@goeverbright.com

• Enter the subject line of the email using the following format:

Contact Reason – Customer Name - Org

3

• Open the quick replies

• Select Email to Jira

• Click the template to add it to the email.

4

• Enter the required information using the template

• Click on the format controls to format the message

• Once done, click on the “Outbound email to” to go back and send the email

5

• After filling out all required fields, Click the Send button to complete the email

STEP

ACTION

SCREENSHOT

1

• After sending the email, the system will take you back to the wrap up screen.

  • Alternatively, you can click on the “back to home” option.

2

• Select the Salesforce contact and the Salesforce Account to clicking on the dropdown of the Name and Relates To picklist fields.

Reminder –Navigate to the Contact and Account records in Salesforce if no options when clicking on those dropdowns.

• Select the Disposition according toCXone Disposition Dictionary

• Enter disposition notes according to Dispositions and Notes

• Click Save