Ashley Campanella
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Recent activity by Ashley Campanella-
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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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.
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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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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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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...
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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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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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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...
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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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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. ...