Call Assist - Manual Setup

Call Assist - Manual Setup

Prerequisites:


  1. Click on and select Leads.
  2. From the Segment drop-down select the saved segment you wish to engage.Alternatively, you can use the Filters to narrow down the call list.We suggest you try to keep your call lists under 50 leads.
  3. Click on blue ENGAGE button in top right of the screen.
  4. Click on Start without a plan.To Use Engagement Plans see here
  5. Click GO to commence Engage process.Your phone will ring
  6. When you pick up your phone, the system will announce the first lead's name and proceed with dialing.

Next:

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