Additional Features

How to Use Recycle and Call Again on Campaigns
Mon, Jul 25, 2022 at 3:59 PM
How to Create Voicemail Recordings
BatchDialer enables you to create voicemail to either drop to the answering machine or voicemail of the leads or let the inbound calls listen to the pre-rec...
Mon, Jun 6, 2022 at 3:44 PM
How to do a call Transfer / Conference
To use call transfer we must first set up the “Address Book”, to do this click on your name> settings> address book. Click on add a new conta...
Tue, Mar 16, 2021 at 4:14 PM
CRM integration through Zapier
How to send a lead to CRM using zapier       1. Login to Zapier, or sign up if you don’t have an account.       2. When you get to the dashboard cli...
Fri, Jan 15, 2021 at 2:53 PM
How to add a Recording to the Audio Library
Here is a quick guide on adding a recording to the Audio Library. Click your name, settings, Audio Library then Add New Recording The next...
Tue, Feb 23, 2021 at 9:06 AM
How to Manage Agent Scripts
To manage your agent scripts click your name, settings then agent scripts. On this page, you can create, edit or delete scripts as needed. To...
Fri, Feb 26, 2021 at 9:48 AM
How to Setup Lead Scoring
To access the lead score setting click your name, setting then Lead Score. To start click on add rule. Select the customer information you want t...
Fri, Feb 26, 2021 at 9:50 AM
Blocking Unwanted Calls
To block unwanted calls from calling, we just need to add the numbers to the DNC list, to do this: Click on Phone Systems then DNC. Click...
Fri, Apr 30, 2021 at 1:05 PM
Lead Sheets
Lead sheets are additional forms you can create for agents to fill out during a call. The form is fully customizable depending on the information you wish t...
Mon, May 10, 2021 at 12:26 PM
Podio Integration
To integrate your Podio CRM just click on your name, settings, integration then set up syncing. You will now be asked to login to your account, please...
Tue, Jun 1, 2021 at 1:17 PM