Settings Management
The user and the team tabs have been included under this section. Addition of users, setting up their call availabilities, adding teams can be done in t...
Thu, 8 Mar, 2018 at 3:49 PM
In the Billing section, you can view all the invoices generated till date and also the outstanding amount that is to be paid. You can view your plan ac...
Thu, 8 Mar, 2018 at 4:33 PM
Visit List for more details about editing recently created lists as well as creating new lists for Marketing, pre-sales/sales or to reassign the leads using...
Thu, 8 Mar, 2018 at 4:36 PM
Customise your lead form :- There are 3 options available which include Enabling the basic user interface (basic lead profile form which limited fields), e...
Thu, 8 Mar, 2018 at 5:03 PM
No need to worry if you have data in bulk because of which adding leads manually becomes a difficult task. We have provided a provision of uploading the lea...
Wed, 23 Mar, 2022 at 7:00 PM
In order to know more about exporting of leads, virtual numbers, calls etc. visit Export!!
Thu, 8 Mar, 2018 at 5:21 PM
IVR Settings :- Enable call forwarding - Enable this option and it will ensure that all your inbound calls are equally routed between your available us...
Fri, 9 Mar, 2018 at 4:58 PM
Configuration :- Enable Channel Partner Enabling this will allow admin to add channel partner. Enable Channel Partner for Sales This will allow sa...
Fri, 9 Mar, 2018 at 4:39 PM
Lead Notification :- Enabling the notifications as mentioned in the below image will ensure that the default SMS/Emails are sent to the lead informing t...
Fri, 9 Mar, 2018 at 3:04 PM
Hide inactive users from the list :- Enabling this option will hide all the inactive users from the Users list. You can see only the active users in the li...
Fri, 9 Mar, 2018 at 3:10 PM