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