Video Tutorials: Administration

Common Database Organization Fields

Shows the five most common criteria for doing basic organization of data. These five criteria are also commonly used for organizing workflow strategies, as well as for cross-section and split-test reporting.

Dialer Initiative Setup - Section 1

Goes through options on the first of the seven sections of setting up a dialer initiative. The most important options include the time between calls, and the default voice message.

Dialer Initiative Setup - Section 2

Shows Section 2 of 7 for setting up a dialer initiative. This section sets up which phone numbers in each record are valid to be called, for instance, if you want to dial both the home and cell phone numbers for the same person.

Dialer Initiative Setup - Section 3 Part 1 - Overview

This training explains the general concepts of setting up a dialer initiative time block with its related queries. A detailed description of filters and sorting rules are in separate videos.

Dialer Initiative Setup - Section 3 Part 2 - Filters

In this video we demonstrate the basic process for setting up dialer filter rules, as well as show three of the most common filters--Status, Campaign, and Location (Time Zone).

Exporting Lists of Data

Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.

How to Create a Lead Routing Skill

Here we show the basic elements of setting up a lead routing skill. Skills require a dropdown field, an agent assignment, and a proficiency.

Layout Group - Making Individual Field Adjustments

Here we demonstrate a few techniques for adjusting individual field properties within a layout group.

Layout Group Basics

An initial overview of the Layout Group tool for site administrators. Layout groups control the physical record construction and page views in the main CRM system.

Lead Routing - Typical Flow

This video shows a typical lead routing process and defines some basic terminologies for the lead routing tool.

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