Arnie Francisco

Create New Agent Record in VanillaSoft for Recording Paid Admin Time The Agent Time Tracking Off Dialer project has been created to allow agents to track their paid time which is spent off the dialer (“off-dialer time”). This includes time for meetings and training, as well as studying campaign materials. To set up a new agent in the Agent Time Tracking Off Dialer project in VanillaSoft, follow these steps:      In the Agent Time Tracking Off Dialer project, select Add New Contact Enter the First and Last Name of the agent Select the Call Flag check box Select the agent’s VanillaSoft user ID (email) in the Contact Owner box. This insures that the record serves directly to the agent when he or she logs-in to the Agent Time Tracking Off Dialer project. Select the Lead Status of “In Process” A screenshot is shown below: Refer to the document “VS Instructions: Agent Time Tracking – Off Dialer” to instruct new hires and returning agents on the proper procedures for documenting off-dialer time.