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Communications
What is the Communications Package?
How to Place Calls Using the Dialer
How to Create a Lead Source With the Communications Package
How to Send SMS Messages Using the Communications Package
How to Create Leads From Contacts
How to Add Notes During Calls
What is Shotgun Lead Distribution?
How to Edit Lead Information
Lead Assignment for End Users
How to Access the Activity Log
How to Add Contacts to Journeys in the Call Queue
How to View Opportunity Details
Call Recording and History
How to Use the Call Queue
How to Log Outcomes in the Call Queue
How to View Lead Detail Information
Preferred Number in Dialer Feature
How to Call Contacts in the Call Queue
What is the Preferred Dialer Number?
How Do I Add Preferred Numbers to My Contact Information?
How to Choose Your Preferred Dialer Number
How to Receive Calls
How to Edit Opportunity Details
How to View Contact Details and History in the Call Queue
How to Email Contacts in the Call Queue
Call Recording Transcriptions
How to Take Admin Actions on Contacts in the Call Queue
What is User Availability?
How to Change My Availability Toggle
How to Receive Inbound Call Campaign Leads