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asterisk 开源呼叫中心 http://cn.astercrm.org
开源呼叫中心 Call Center
asterCRM 用户操作手册
速维科技有限公司 适用版本 asterCRM in asterCC 0.1beta2
发布日期 2008 年 12 月 第一版
asterisk 开源呼叫中心 http://cn.astercrm.org
目
录Biblioteka Baidu
前 言 ................................................................................................................................................3 关于本手册 ..............................................................................................................................3 目标读者 ..................................................................................................................................3
asterisk 开源呼叫中心 http://cn.astercrm.org
概 述 ................................................................................................................................................4 1 关于 asterCRM..................................................................................................................4 2 asterCRM 的优点..............................................................................................................4 3 功能列表 ..........................................................................................................................5
安 装 ................................................................................................................................................7 管理员操作 ....................................................................................................................................14
1) 数据库.................................................................................................................15 2) Asterisk.............................................................................................................15 3) 系统.....................................................................................................................16 4) 第三方 CRM 集成.................................................................................................17 5) 其他.....................................................................................................................18 6) 使用许可.............................................................................................................18 3 帐户管理 ........................................................................................................................18 4 问卷管理 ........................................................................................................................21 5 客户管理 ........................................................................................................................23 6 导入客户 ........................................................................................................................24 7 统计 ................................................................................................................................27 8 拨号列表和拨号计划.....................................................................................................28 9 预拨号 ............................................................................................................................31 10 系统状态 ........................................................................................................................33 11 线路信息 ........................................................................................................................33 12 通话记录 ........................................................................................................................35 13 录音记录 ........................................................................................................................36 14 速拨号码 ........................................................................................................................37 座席人员操作 ................................................................................................................................38 1 座席状态 ........................................................................................................................38 2 最近呼叫记录.................................................................................................................39 3 转接号码 ........................................................................................................................39 4 快速拨号 ........................................................................................................................40 5 来电弹屏 ........................................................................................................................40 6 自动拨号 ........................................................................................................................43 7 CRM 客户管理 .................................................................................................................45
1 进入系统设置.................................................................................................................14 2 系统设置 ........................................................................................................................15
开源呼叫中心 Call Center
asterCRM 用户操作手册
速维科技有限公司 适用版本 asterCRM in asterCC 0.1beta2
发布日期 2008 年 12 月 第一版
asterisk 开源呼叫中心 http://cn.astercrm.org
目
录Biblioteka Baidu
前 言 ................................................................................................................................................3 关于本手册 ..............................................................................................................................3 目标读者 ..................................................................................................................................3
asterisk 开源呼叫中心 http://cn.astercrm.org
概 述 ................................................................................................................................................4 1 关于 asterCRM..................................................................................................................4 2 asterCRM 的优点..............................................................................................................4 3 功能列表 ..........................................................................................................................5
安 装 ................................................................................................................................................7 管理员操作 ....................................................................................................................................14
1) 数据库.................................................................................................................15 2) Asterisk.............................................................................................................15 3) 系统.....................................................................................................................16 4) 第三方 CRM 集成.................................................................................................17 5) 其他.....................................................................................................................18 6) 使用许可.............................................................................................................18 3 帐户管理 ........................................................................................................................18 4 问卷管理 ........................................................................................................................21 5 客户管理 ........................................................................................................................23 6 导入客户 ........................................................................................................................24 7 统计 ................................................................................................................................27 8 拨号列表和拨号计划.....................................................................................................28 9 预拨号 ............................................................................................................................31 10 系统状态 ........................................................................................................................33 11 线路信息 ........................................................................................................................33 12 通话记录 ........................................................................................................................35 13 录音记录 ........................................................................................................................36 14 速拨号码 ........................................................................................................................37 座席人员操作 ................................................................................................................................38 1 座席状态 ........................................................................................................................38 2 最近呼叫记录.................................................................................................................39 3 转接号码 ........................................................................................................................39 4 快速拨号 ........................................................................................................................40 5 来电弹屏 ........................................................................................................................40 6 自动拨号 ........................................................................................................................43 7 CRM 客户管理 .................................................................................................................45
1 进入系统设置.................................................................................................................14 2 系统设置 ........................................................................................................................15