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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

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