by Kelsey Tyree | May 9, 2013 | Blog, Uncategorized
HOW TO start making phone calls and discuss all the disposition options available including: tagging as a lead, Do Not Call, emailing, callbacks, scheduling appointments and call reminders as well as other useful information.
by Kelsey Tyree | May 9, 2013 | Blog, Uncategorized
HOW TO record your custom on-hold and answering machine recordings to use when making calls with the dialer.
by Kelsey Tyree | May 9, 2013 | Blog, Uncategorized
HOW TO create a campaign and best practices for campaign settings.
by Kelsey Tyree | May 9, 2013 | Blog, Uncategorized
HOW TO schedule an appointment several ways using the built-in CRM.
by Kelsey Tyree | May 9, 2013 | Blog, Uncategorized
HOW TO create a CSV (comma separated value or comma delimited) file from an Excel file using Microsoft Excel.
by Kelsey Tyree | May 9, 2013 | Blog, Uncategorized
HOW TO search contacts and leads so you can change the lead status, edit callback and appointment times as well as all pertinent information for an existing contact or lead.
