Once a project has been successfully setup and is approved to begin dialing, the data must be assigned to a center.
To begin the process of assigning data, open the following link in a separate tab: https://cos.callserver.us/project/sitecopy. Bookmark this link for future use.
Next, check each field to ensure the information is correct. These fields include:
- Local client
- Local project (this is the project being assigned)
- Remote client (which should be Call Center Finance, unless otherwise instructed)
- Project template
Once you've verified the information, click submit and copy the project number before exiting the window. It's recommended to save this project number in a notepad.
Head back to the project dashboard and select "Centers," then "Assign centers." Reach out to your project manager for clarification on which center to use. Once determined, copy the universe numbers in the top fields and paste them into the desired center field, then click save.