Call Lists
Add, Edit and Delete Contact Templates (SMS/Email)
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Contact Templates Add a Contact Templates - Click on Add - Enter the applicable information. - If users select save as draft, status will be shown as ...
Mass Upload Records to Call Sheets
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Call Sheets 4. Select a Call List and click on Go Records can only be uploaded to 1 sheet at a time 5. Chose a file and select upload. Only CSV files can ...
Add, Edit and Delete a Status Type
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Status Types Add a Status Type - Select Add - Enter all applicable information. Click the Add button at the top of the dialogue box. Edit a Status Type ...
Add, Edit and Delete a Call Sheet
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Admin Icon select Call Sheets Add a Call Sheet - Click on the "+" icon located on the top right of the table. - Enter all applicable information. Edit a Call Sheet ...
View a History of a Record in Call Sheets
1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Action Colum select the History Button in the dropdown. 4. All actions associated with this record will be shown here
Send a Message to a Call Sheet Record (SMS/Email)
Only Approved Contact Templates will be available. 1. Navigate to the Internal 2. Go to Call List and select Pending 3. From the Action Colum select the Send Message Button in the dropdown. 4. Select the SMS/Email to be sent. Users can ONLY ...
Add, Update and Delete a Record in Call Sheets
1. Navigate to the Internal 2. Go to Call List and select Pending/Completed Add a Call Sheet Record - Click on the "+" icon located on the top right of the table. - Enter all applicable information. Click the Add button at the top of the dialogue ...