CRM landing page

When you log in to 8x8 Contact Center 8x8 Agent ConsoleClosed8x8 Contact Center's browser-based graphical user interface (GUI) used by Agents to manage customer interactions., the Display Panel launches separate tabs for:

  • Cases: lists cases assigned to you, and groups all related tasks, such as creating a new case, editing, and deleting cases, as well as reporting.
  • Customers: lists customers assigned to you with centralized access to related tasks, such as editing a customer record or adding a case, a follow-up, or a task.
  • Tasks: Lists tasks assigned to you with the ability to create new tasks, edit, or delete tasks.

Customize lists of customers and cases

Selecting a CRM tab lists customers, cases, and tasks. Click Filters to filter the list as follows:

  • Assigned to me: open cases and customers whose cases are assigned to you. This is the default option.
  • Assigned to my group: open cases and customers whose cases are assigned to your group members.
  • Created by me: cases and customer records created by you.
  • My Draft Customers or My Drafts (for cases): cases and customer records saved by you as drafts.

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