Operator Sample - Account Toss Operator

This sample shows an Account Toss Team operator setup. An sales team operator would never need to sign into Collect!. This operator setup is used by Collect! to help with assigning multiple accounts to many operators when using Collect!'s "Assign accounts to operator" functions.

The effect of the settings shown on the Operator form in this sample are explained in further detail below.

Account Toss Operator

The Operator ID will be used to assign accounts to the operators listed in the Operator Team tab.

The user's Operator Name will help you identify this team.

The Operator Type has been set to SALES TEAM which allows you to access the Operator Team tab and member setup fields.

All other switches and fields are not necessary for this operator setup.

You should never sign into Collect! as a Sales Team operator. The Sales Team ID is shared for the account toss operators, but you would only use this operator for assigning accounts using Account Toss.

All other switches and fields are hidden as they are not necessary for this operator setup.

Account Toss Operator Team

The IDs listed in the OPERATOR column are the operators who will be included in your Account Toss. Collect! will divide the accounts among these operators.

Only operators with COLLECTOR in the Function column will be included in the Account Toss.

It is also possible to nest teams. You could have up to 16 account toss teams, each with their own set of members. This gives you the ability to assign accounts to a greater number of operators than just the 16 members in the Operator Sales Team form.

See Also

- Account Toss
- Operator Basics - Introduction/Accessing
- Operator Samples
- Operator