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Skills Based Routing Checklist

Training Team

Modified on: Thu, 11 Jul, 2024 at 4:14 PM

The following needs to be set in order to use Skill Based Routing

Skill groups created
Skills created and assigned to skill groups
Users assigned skills via a user plan OR directly via the CTU page
Campaigns need Skill Based Routing selected via the CTU page
Data imported with the skill groups assigned to entire import and/or skills assigned per lead

The following needs to be set in order to use Skill Based Routing

Skill groups created

Skills created and assigned to skill groups

Users assigned skills via a user plan OR directly via the CTU page

Campaigns need Skill Based Routing selected via the CTU page

Data imported with the skill groups assigned to entire import and/or skills assigned per lead