Account If calling Businesses an Account is a Company. If calling Residential an Account is the Individual. Commonly called a "Record" in other systems. We use the term Account because this is used for more than just a Record. For example there is no difference between Leads and Accounts, as in other systems. Although Accounts may have a Status or other Additional Fields that will indicate Prospects, Leads, Customers etc.
Account List A list of Accounts which is used as a Call List.
Account View A collection of Panels displayed when clicking into an Account.
User defined Fields. You can create Fields specific for your Company.
A popup window will appear at a predetermined time.
Appointment Usually a physical meeting for a Sales Person/Consultant.
Effectively a separate Database of Data and settings. A marketing company would use a new Database Area for each customer campaign.
A single page of Reports or Graphs.
Diary/Diaries/Calendar A Calendar screen to view or set Appointments.
Documents can either be for printed letters, individual emails or Email Campaigns.
A Windows application that works with your system in the browser and is used to Dial using different methods.
Usually User names but can also be other items used to identify a call list. Can also be used to categorize records not in a call list, eg "Unallocated", "Old data", "Duplicates".
Call outcome.
Customer Statuses are applied to Accounts to track their progress.
A detailed Question and Answer system, can also be used for surveys. An alternative is Call Guides.
TAPI A Windows protocol for Dialing Telephones.
Telemarketer Most often the person making calls in the system.
Panel A Panel is a versatile box in the Account View capable of holding a collection of fields and much more.
A Campaign within an Area.
The collection of settings that control what Authority each User has, and what they can Access.
VoIP Voice over IP: Internet Telephony. Just requires a headset plugged into the Computer. Care needs to be taken to ensure there is enough Internet Bandwidth otherwise call quality will suffer.
A screen that is used to force the caller to select a Call Outcome/Response. It is also used to select a date for Callbacks and Appointments and it can have Additional Fields added to collect other information. |
Glossary
A glossary of terms
Written by Liam