Settings
Set up your Easy Console to suit your individual needs and design it to best suit your working style.
Create a View
Create a new view that you want to use during a call. Customize the view to your individual needs and give it a suitable name so that you can access it quickly at any time.
Once the views have been created, you can assign the individual employee to a view
To make more contacts available than the contacts from the EntraID, you must have the product Easy Directory in use
Planner Configuration
In the Planner configuration, you can define the desired plan and the appropriate bucket. The tasks with the relevant call information are then automatically created in this bucket, ensuring structured and efficient tracking.
E-mail Template
Create a template for all emails that you send via the Easy Console. This allows you to capture the most important information in a standardized way and forward it efficiently to save time and optimize communication.
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