Video Tutorials: Outbound

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).

Inbound / Outbound Dialer Blend - Managing Call Activity

Once logged in, you can now start using the inbound and outbound dialer capabilities using the new ResponseLoop system.

Inbound / Outbound Dialer Blend - New Interface

Shows how to blend inbound and outbound calls from the standard agent dialer system.

The Power Dialer

A description of the standard InsideSales Power Dialer solution. Highlights common benefits and basic functionality.

Voice Message Creation - How To

How to create a simple voice message recording. Uses the standard voice message manager and a direct telphone line.