One Person/One Office Making Calls
Steps For Administrator
Steps For Users
Select the plan that best fits their calling needs
Link CRM/ATS integration (if applicable)
Set-up Caller ID display and correct time zone
Import List (leads, referrals, cross-selling, win-back, current customer, or any other type of lead or contact)
Record prerecorded Voicemail message
Create Scripts and Emails
Provide caller with their log in info
View reports and coach callers
Set-up your login password
Select a call campaign
Click start to begin calling
If no answer, click leave voicemail.
When call is completed record dispositions.
Make next call
If necessary stop call campaign.
Resume call campaign where you left off.
Complete call campaign