Ashley Campanella

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Recent activity by Ashley Campanella Recent activity Votes
  • Blind Transfer

    If you need to transfer a call outside of Click or to another agent in Click, you will select the darker blue icon on the left at the top left of the screen.  You can either choose an Agent to sen...

  • Dispositioning - "Apply and Finish"

    After every call a disposition is required. If you are using the ‘apply and finish’ option, this will apply the disposition, end the call and close the tab. If you choose this option, you cannot g...

  • Dispositioning - "Apply"

    After a call, a disposition is required. If you are choosing ‘Apply’ on any disposition, this leaves the tab open with all the information still showing. You will use this option if you need to ma...

  • Leaving a Voicemail (If Applicable)

    If you get a Voicemail that answers and you are using our Voicemail feature, once you are ‘in call’ you will see your recorded message all the way to the right of the screen. The different options...

  • Making Calls

    At the very top of Agent, you will want to turn your Recieve Calls to On. You will then go down your list of accounts on the left hand side and click on 1 phone number per account.

  • 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 ...

  • 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...

  • 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...

  • 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...

  • 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. ...