In this video, we explain the concept of bench users in the Gatekeeper system. Bench users can assist customers when salespeople are busy, ensuring smooth customer service. We demonstrate how to add and remove bench users from the lineup, providing a practical guide for managing the bench effectively.
Managing Bench Users in Gatekeeper
Key Steps
Access Gatekeeper Settings by clicking on Menu, then Gatekeeper, and finally Settings.
Click on Lineups and select the desired location.
Click on Edit next to the lineup where you want to add a bench user.
Select the Bench option.
Click Update to save the changes.
The bench user will now appear at the bottom of the lineup.
To remove a bench user:
Follow the same steps as adding a bench user by clicking Edit.
Uncheck the Bench option.
Click Update to save the changes.
Cautionary Notes
Ensure that the bench user is added only when necessary to avoid confusion in the lineup.
Double-check the changes before updating to prevent errors in the lineup configuration.
Tips for Efficiency
Regularly review the lineup to assess the need for bench users.
Communicate with team members about bench user assignments to ensure smooth transitions.
Train team members on the importance of the bench user role for effective customer service.