The only CRM designed specifically for Telemarketing
Starting
Starting Articles
What's New by Version
Version updates
Troubleshooting
Troubleshooting items
How To...
How-to guides
Account / Call List Screen
Details regarding the call list screen
Account View Screen
Details on the account view screen
Adobe Sign
Information on Adobe Sign
API
API Details
Appointment Calendar / Diary
Details on the appointment calendar and diary
Cases
Overview of cases
Data Management
Info on managing data
Data Privacy
Info on data privacy
Database Areas
Information on database areas
Email Campaigns
Information on email campaigns
Field Headings and Screen Texts
Information on field headings and screen texts
Gamification
Information on gamification
General Area Settings
Information on general area settings
Group Accounts
Information on Group Accounts
Lead Scoring
Information on lead scoring
Linked Fields
Information on linked fields
Messaging
Information on messaging
Microsoft Single Sign On
Information on Microsoft SSO
Mobile App
Information on the mobile app
Outlook Integration
Information on integrating Outlook
Postcode Lookups
Information on postcode lookups
Products
Information on products
Projects
Information on projects
Reporting
Information on reporting
Sales Orders - Setup
Information on setting up sales orders
Sales Orders - Operation
Information on sales orders operations
Salesforce.com
Information on integrating Salesforce
Salesman Access to Diaries
Information on Salesman access to diaries
Screen Layout
Information on the layout of the screen
Scripts / Surveys and Call Guides
Information on scripts, surveys, and call guides
Scriptlets
Information on scriptlets
Setup
More information on setting up
Statistics and Activity Tracking
Information on statistics and activity tracking
Supervisor Tools
Information on supervisor tools
CloudCall VoIP Telephony
Information on CloudCall VoIP Telephony
System Overviews
Overviews of the system
Telephony
Information on Telephony
The Calling Process
An overview of the calling process
User Profiles
Information on user profiles
Two-Factor Authentication
Information on 2FA
Web Forms and Web Pages
Information on web forms and pages
Website Tracking
Information on website tracking
Xero
Information on Xero
Zapier
Information on Zapier
Terms and Conditions
Terms and conditions
Social Media
Information on social media aspects