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Create a bookable resource (preview)

[This article is prerelease documentation and is subject to change.]

Capacity profiles are bound to bookable resources, not directly to users. You must create a bookable resource for each seller before capacity profiles appear on their user record. After you create a bookable resource, you can associate the appropriate capacity profiles with that seller to manage their call routing and availability. Learn more about bookable resources in Manage users using the classic experience

Important

  • This is a preview feature.
  • Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Create a bookable resource and assign capacity profiles

  1. In the Sales Hub app, go to Sales Hub Dialer settings > Users.
  2. Select the Omnichannel tab, and then go to Skill Configuration.
  3. Select Create new bookable resource.
  4. Select the user and provide a name. After the bookable resource is created, the capacity profile section appears.
  5. Associate the capacity profiles with the seller.
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