Switching agent identifies is a very useful feature when one of the following business situations occurs:
- When employees switch offices but not computers
- When a single computer is shared by multiple users (on the dealership floor, for example)
Let’s look at a scenario 1:
The agents all have the Contact At Once! software installed on their computers. They are all told to switch offices, but will be using the computer that was already in the office rather than moving the one from their previous office.
To change the CAO software to let it know that the person using the software has changed do the following:
- Right click on the boomerang in the system tray (lower right near the time).
- Select Modify Account
- Select Change to a Different Agent Account. Give it a few seconds and the list will be populated with all the agent names that have been provisioned (added) as agents.
- Find your name and select it.
- Select Assume Agent Identity and SAVE.
The exact same procedure applies to scenario 2 as well.
Please note that this procedure also works well when a new sales person is hired and takes over the computer left by the person that just got fired (I know…that very rarely happens in car dealerships…but just in case….). There is one extra step required, however. The administrator on the account needs to login to the customer portal and provision (add) the new agent before they would show up in the list of agent identities.
