Calling Card Setup, Task Three: Apply a Calling Card Installer to a Technician Group
The third task in the process of activating a Calling Card is to apply a Calling Card to a Technician Group.
- On the Channels tab in the Generate Calling Card for this Channel section, copy the Referral ID of the Calling Card you want to apply.
- On the Organization Tree, select the Technician Group you want to work with.
- Select the Organization tab.
- Scroll to the Apply Calling Card section, and enter the referral ID into the Installer Referral ID field.
- Click Save Changes.