Ashley Campanella
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Recent activity by Ashley Campanella-
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...
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Adding Agent Groups
Users > Agent Groups > Add Agent Groups are assigned to a campaign for who will be calling on that campaign. You have different options you can choose from; all Agents in one group, multiple Agent...
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Adding Agents
Users > Agents > Add As a Manager, you will create your Agents usernames and passwords for them to login to the Agent application.
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Additional Features
Muting yourself: at the top of the Agent screen, you will see a microphone icon. When you click that and it turns red that means you are muted, when it’s blue you are not muted. Dial Pad: next t...
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Warm Transfer
If you need to transfer to another Agent or to an outside phone number, you can warm transfer by clicking the green/blue arrow icon to the right at the top of the Agent screen. You can choose an...
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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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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 ...