Getting Started

IVR
What is IVR? “Interactive Voice Response” is technology that allows a caller to access a database of information through a combination of touch tones and v...
Wed, 15 Jul, 2020 at 4:40 PM
Live Listening
What is Live Listening? Live Listening allows upper management; managers and up, to observe calls in real time. Live Listening allows for better and fa...
Mon, 20 Jul, 2020 at 9:43 AM
CRM
Setup and customize your company profile Let’s go ahead and setup your company profile. Keep in mind that as the account owner, you have access to all the ...
Wed, 21 Oct, 2020 at 2:58 PM
Call Recordings
Why record a call? The call recording feature allows account owners to analyze outbound sale calls, take real-time notes in order to improve sales performa...
Wed, 5 Aug, 2020 at 12:07 PM
iTransact Gateway
Setting up your merchant provider iTransact is a merchant account provider that conveniently allows you to make a transaction without the added hassle o...
Wed, 21 Oct, 2020 at 2:55 PM
SMS / Email
Setting up your SMS / Email SMS 1. Log into your CRM. 2. Click Company, in the left navigation. 3. In this section, you will see SMS Communication Se...
Mon, 13 Dec, 2021 at 1:54 PM