HaloCRM Agents

How to create a new agent on HaloCRM To manually create a new agent in HaloCRM, head to the configuration page. Navigate to People > Agents, then press 'New' in the top right-hand corner.  Once here, you can add the basic agent login information into the relevant boxes. (Please note: although you will be setting […]

Importing Data Into HaloCRM

The best place to start before completing any imports, is with a template spreadsheet to gauge the information needed for the given import. You can download our example spreadsheets here. Each spreadsheet has a set of instructions with how to import the data and outlines any actions that need to be completed. If you do […]

Organisation Basics

How to get started with setting-up your organisation in HaloCRM To set up your organisation in HaloCRM, first head to the configuration page. Once here, you can go straight into the 'organisation' module. You'll then be presented with the option to use multi-brand, which means you can have several brands on one HaloCRM. We'll come […]

Agent Availability

Agent statuses show an agent's availability at any given moment. They are used to determine whether agents should be included or excluded from 'load balancing' and 'round robin' auto-assignments. They also trigger warnings to other agents – e.g. If someone tried to re-assign a ticket to an agent with their status set to 'Out of […]

Setting Up Multi-Brand In HaloCRM

How to set up multi-brand on your HaloCRM and have multiple brands on one instance.  Setting up multi-brand on HaloCRM is simple. There are a few easy steps you can follow and you'll be up and running in no time.  First, head to Configuration > Organisation. Once here, tick 'Enable Multiple Brands'.  Now, press 'Configure […]

Departments and Teams in HaloCRM

To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and click 'Configure My Organisation'. From here, select the 'Departments' tab and you'll see the following screen. Some have already been created in the example below, but we will walk through how […]