Ashley Campanella

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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...

  • 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...

  • 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 ...

  • 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 ...

  • 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. ...

  • 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...

  • 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...

  • Adding Agents

    Users > Agents > Add As a Manager, you will create your Agents usernames and passwords for them to login to the Agent application.