Silverlight Version
Adding a Recording for Automatically Leaving Answering Machine Messages
Inbound Prioritize and Route
When prioritizing and routing inbound calls, select Inbound. Next select the feature Prioritize and Route. Proceed to Select Skill and select the particular skill you would like to address. Once a Skill has been selected, you can select a maximum or ...
Out Bound Dialing Priority-Sub Campaign Utilization
To make the most out of your Subcampaigns, select the icon labeled Out bound. Then select the feature Dial Priority. The next step is to select the Campaign, if you have a subcampaign set up for a specific campaign it will appear in Available ...
Monitoring Agents Using a MAC
The Dashboard is the location in ChaseData Admin from which agent activity and calls may be monitored. In the case below, Sam Adams is the only agent logged in and he is paused. If he were on a call or doing a disposition, his name would appear under ...
Adding Agents
From the “Live Dashboard” move down to “Accounts” (step 1) then “Agent Accounts” (step 2). On the Agent Reps Page, select “Click here to add new item” (step 3) and then “Add” (step 4). A box will appear allowing you to enter the agents name and ...
Adding Dispositions/ Break Codes
The following dispositions exist in the dialer: Agent Dispositions AGENTSPCB – Agent-Specific Callback ANS. MACHINE – Answering Machine CALL BACK – Call will be handed to any available agent CALL DROPPED – Call was dropped DO NOT CALL – Do Not Call ...
Setting up an Advanced Table with Custom Fields
As mentioned previously, the ChaseData Dialer has certain standard default fields including first name, last name, phone number, address, city, state and zip code. Let’s suppose that we also wanted fields for company name, email address and second ...
Entering Leads into a Campaign
A single campaign has been created with the dialing rules established but leads need to be imported into the campaign. It is important that if the leads are in an Excel Format that the file be opened and saved to a CSV file. To upload a CSV file into ...
Using the ChaseData Admin Portal to Create a Campaign
ChaseData Admin will always be accessed via your web browser (Google Chrome is recommended) at the URL provided to you in your setup instructions. After logging into ChaseData Admin you will be taken to the Dashboard where you will be able to monitor ...