[VIDEO] EngageCRM - Call-Assist Demonstration & Engagement Plan

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• Call Assist - Call Blocks

  Prerequisites: Setup Your Engage Phone Number Create Segments Create Nudge Plans (optional) SETUP CALL BLOCK Hover on EngageCRM and select Engage Calendar Click + Engage Block at the top left. Enter descriptive Block Name (ex. Never Talk To) Select ...

• Call Assist - Manual Setup

  Prerequisites: Setup Your Engage Phone Number Click on and select Leads. 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 ...

• Call Assist - About

  Power through your callbacks with Call Assist EngageCRM Call Assist features will make your manual follow-up a whole lot easier. Start by scheduling regular Call Blocks on your Calendar. Two-way sync with Google Calendar makes sure you'll see the ...

• Call Assist - Call Blocks Notifications

  Prerequisites: Setup Your Engage Phone Number Call Assist - Call Blocks Create Segments Create Nudge Plans (optional) SETUP NOTIFICATIONS: Hover on Settings and select Notifications Scroll to the Engage Block section Select desired Engage Block ...

• Call Assist - Calling

  Prerequisites: Call Assist - Manual Setup As you wait for the first person to answer, five call outcome buttons appear at the bottom. Dialing Prospect - wait for call outcome No answer go to 2 Talk to lead go to 4 Click €œCall Back€ - system will ...