Ashley Campanella
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Articles
Recent activity by Ashley Campanella-
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...
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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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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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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...
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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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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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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 icon to the right at the top left of the screen. You can choose an Agent th...
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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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Additional Features
Muting yourself: all the way 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 P...
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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...