
Ashley Campanella
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Articles
Votes on activity by Ashley Campanella-
Blind Transfer
If you need to transfer a call outside of Click or to another agent in Click, you will select the darker blue arrow icon on the left at the top of the Agent screen. You can either choose an Age...
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"Don't Call Account"
This button / feature should only be used when you do not want to continue calling the rest of the numbers on this account. For example, spoke to the right party or got a payment / promise to pay....
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Copying & Pasting (If Applicable)
You may want to use this feature if you are not integrated with Click. When a call is answered, you can double click on the consumer’s name and it will automatically copy the file number / account...
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Leaving a Voicemail (If Applicable)
If you get a voicemail that answers and you are using our Voicemail feature, once you are “in call” (yellow phone icon) you will click the middle voicemail icon and your recorded message / message...
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Making Calls
The on / off button is your “receive calls” button, you will want to turn that on and any time you see a green phone icon you will go down the list and continue to initiate those calls. (you will ...
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Settings
Before making calls, you want to make sure your audio device is setup properly; Settings > Audio Configuration > you will map out your USB headset in both spots as well as making sure your volume ...
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Starting a Campaign
Once you have uploaded your file / files you will select ‘Live Monitoring’ at the top left of Manager > ‘Campaigns.’ This is where you can Start / Stop your campaign. Once it is started is when th...
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Uploading a Call List
Call Lists > Call list Upload > Click the folder icon & choose the file you want to upload Map out all the information you want to see (unless you are integrated & only need certain fields) You wi...
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Administration
Under Administration, there is a few things you will want to do. Agent Layout: Full Screen, Mini Screen, Free. We will go over this in the onboarding and will matter if you are integrated or not. ...
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Creating Campaigns
Campaigns > Add Campaigns are what you upload your call lists to. In here, you create your campaign name, adjust how many calls each agent will be making (accounts shown & calls allowed should alw...