Picking E-Mails from Other Users

  1. To pick e-mails from other users’ pending list, go to the History tab page and click the Search for contacts with special criteria button.
  2. Choose Open in E-Mail Status and enter the agent name in the Destination area.

    The results are displayed on the History tab page.

  3. Choose the e-mail row and click the Open e-mail contact for viewing button.

    The e-mail is opened on the E-Mail tab page, and you can view it.

  4. To move the e-mail to your pending list or to start processing the e-mail, click the Edit button.

    The focus is moved to the History tab page.

  5. Click the E-Mail tab page.

    You can now handle the e-mail, forwarded it, or save it onto your pending list.