Articles

 Copying Custom Fields to a New List

1.Navigate to Telephony > Lists 2. Select the source List ID where your custom fields are...

 Force log-out the agent

1. Login to the Admin Dashboard Page and click USERS on the left menu panel.2. Choose the...

 How to add Custom Disposition

Login to you admin portal navigate to Telephony > Campaigns2. Point the mouse on the plus...

 How to add Custom Fields

1. Navigate to the side menu and click "Telephony" then select "Lists". 2. Click the List ID...

 How To Add Minutes

Login to https://portal.goautodial.com.2. Select "Order New Service" at the bottom left part of...

 How to Copy a Campaign

Copying a campaign will create a new campaign with the exact same settings as the source...

 How to Create Survey Press 1 Campaign

Go to Telephony>Campaigns>click ADD Campaign icon and Choose SURVEY PRESS 1. Click NEXT...

 How to Download Recording

HowTo Download Recording1. Navigate to Call Reports and select Call Recordings. 2. Go to the...

 How to Listen, Barge or Whisper

1. In Admin Dashboard kindly click on any of the 3 tiles (Agents on Call, Agents Waiting, Agents...

 How to Load Leads/List

1. Recommended lead file format is .csv (Comma delimited). Required fields that should have data...

 How to make a 3 Way Call

1 When you are in "Live Call", click the white Transfer Button.2. Select Regular 3-Way3. On the...

 How to Reset a Lead "Called Status" in a List

Open your Dashboard, click Telephony on the left menu and select Lists.2. Click the List ID you...

 How to Reset Leads in the Hopper

The Hopper is where the leads on a list are initially loaded and queued before they are called by...