Accessing Ready State
To start receiving leads, update your State to Ready (Voice, VM).
Agent Portal Features
Use the Address Book to find your team members.
Use the Contact Manager to look for a specific lead or create a new contact. Within each contact, you have the option to create reminders and contact notes.
The message bubble icon lets you message your teammates.
The calendar icon allows you to set reminders, which you can link to relevant contacts and campaigns. You can also view all your reminders by clicking on it.
The help tool has guides and resources for further assistance.