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Multiple People & Offices Making Calls

Steps For Administrator

Note: The Manager can set up supervisors that have the ability to monitor seperate teams.

Steps For Users

Step 1

Select the plan that best fits their calling needs.

Step 2

Purchase Correct Call Logic Calling Plan

Step 3

Provide caller with their log in information.

Optional Step 4

Create Teams and group callers into the teams.

Optional Step 5

Create Supervisors to manage the teams.

Optional Step 6

Create customized company (or team specific) dispositions.

Optional Step 7

Create company (or team specific) calling scripts.

Optional Step 8

Create company (or team specific) email scripts.

Step 1

Select the plan that best fits their calling needs.

Step 2

Purchase Correct Call Logic Calling Plan

Step 3

Link CRM/ATS integration (if applicable)

Step 4

Set-up Caller ID display and correct time zone

Step 5

Import List (leads, referrals, cross-selling, win-back, current customer, or any other type of lead or contact)

Step 6

Record prerecorded Voicemail message

Step 7

Create Scripts and Emails

Step 8

Create Campaign

Step 9

Start Calling

Step 10

View Reports