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Agent Tools

Re-Scheduling a Scheduled Callback
In some cases, you may have to re-schedule a lead that you are unable to reach w...
On Demand Recording
If you don't want to record all of your calls, but only calls that generate a pr...
Agent Specific Reports
On the Home Tab, the agent can view their own statistics. Simply select the time...
Play Live Message
If you want to play a message live to your prospect, while you are on the call w...
Dis-positioning The Call
When your agent is done with the call that he or she is on, the dialer will not ...
Calling Scheduled Callbacks
When you have scheduled callbacks, you will see them on the Home Tab. The diale...
Transferring Calls
When you want to transfer a call to an outside line, simply click on the Transfe...
Sending Emails
Your agents have the ability to send emails to leads while they are talking to t...
Scheduling Callbacks
If your agents are on a call, and the lead wants them to call them back at a cer...
Making a 3 Way Call
When in agent is on a call, they have the ability to place a 3 way call. This fu...
Manual Dial
To make a Manual Dial Call, you must be logged into the dialer, connected, and ...
List View
The List view tab is a quick reference of recent calls performed by your agents....
Find Previous Calls
If you are on a call and suddenly the lead hangs up, you can view that call and ...
Predictive Dialer Agents Dialer