Call Center CRM Tutorial - Table of Contents

Call Center CRM Introduction

• Call Center CRM Overview
• Setup Gateway and Dashboard

Import and Export Contact

• Import Contacts
• Export and Customize Campaign Reports

Searching an Existing Contact List

• Search Customer Contacts
• Advanced Search

Customize CRM Display

• Setup Custom CRM Fields
• Setup Custom Display Names
• Setup Field Visibility

Start Campaign

• Start Quick Broadcast Campaigns
• Export CRM List to Broadcast Campaign

Dynamic Campaigns

• Introduction to Dynamic Campaigns
• Starting a Dynamic Campaign
• Running Dynamic Campaigns
• Managing Dynamic Campaigns
• Call Disposition Rules
• Web Interface API