Below are some recommended "Starter" articles for new Ricochet360 Agents to review to get familiarized with the Ricochet360 platform:
Lead Management Page (Filters) solution articles to review:
Lead Management Page (Action Column) solution articles to review:
Text Messaging Dashboard Section solution articles to review:
Text Messaging Dashboard Section (all articles listed in both sections - Filters & Actions column - can be applicable to most users)
Email Messaging Dashboard Section solution articles to review:
Email Messaging Dashboard Section (all articles listed in all sections can be applicable to users who are utilizing the email functionality in Ricochet)
Tasks Dashboard Section solution articles to review:
Tasks Dashboard - New Task Button (collection of articles & references to related articles about the New Task button for Tasks)
Tasks Dashboard - Task Filters (the last two articles - Filter Tasks by Branch & Filter Tasks by Teams are geared towards Admins/Branch Managers/Team Managers)
Tasks Dashboard - Task Columns (all articles except "Filter Task Page by User" are applicable to all users)
Tasks Dashboard - Actions Column (collection of articles related to the Actions column on the Tasks Dashboard)
Configuration -> User Settings solution articles to review:
Configuration - User Settings Section (collection of articles related to the various tabs in Configuration -> User Settings - some articles in the IMAP Credentials section may not be applicable to agent-permission users)
Configuration -> Phone Settings - Actions Column solution article to review:
Reports -> Call History solution articles to review:
General FAQ solution articles to review:
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