Dashboard Tutorial - Table of Contents

Dashboard Introduction

• Dashboard Overview
• First Time Connection to Gateway
• Gateway Connect

Dashboard Personalization

• Login, Logout, and Exiting the Program
• Personalize Windows
• Screen Popups
• Use the Built in Browser

Dashboard Phone Calls

• Make an Outbound Call
• Answer an Incoming Call
• Use Dialpad - Hold, Transfer, Park, and Record a Call
• Use Dialpad for Click to Play Audio
• Call Notes and Disposition

Dashboard CRM Integration

• Use CRM
• Manage Callbacks

Dashboard Voicemail and Call Forwarding

• Voicemail
• Call Forwarding

Dashboard Advanced Options

• Advanced Options