TeleCRM Admin LMS

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Introduction

Introduction of TeleCRM Create your Workspace

Team & License Management

Team invitation License management How to View Team How to delete a user How to purchase licenses

Add leads

Manually (Single lead)Anatomy of lead page Excel upload in TeleCRM Common Pitfalls in Excel Excel Bulk Edit Custom Assignment using Excel

How to use campaigns

Custom calling campaign Button in Campaigns Filters in Campaigns How to restart a campaign Common pitfall campaign

Lead Stages

Setup your lead stages

How to make Calls

Call, WhatsApp, Emails & SMS Call, Whatsapp & SMS from Web Template management

Leaderboard Report

Total Calls/sales report Status-wise leads report Review your caller's work Reports download

Charts Report

For Entire Team Daily-Annual Report Download report in excel Review your Caller's Work Leads Report in Detail

Lead Reassignment

Lead Reassignment Single Lead Reassignment:bulk Reassignment within Campaign Lead Assignment via workflow Create your Personalised List

Custom Lead Fields

Create custom lead fields Text field Email field Website field Phone field Number field Currency field Tags field Dropdown field Dependent Dropdowns Date field Checkbox field Unique Field Pitfalls in Dependent dropdown

Integrations

Facebook Google Sheets IndiaMart WhatsApp Chat Widget JustDial 99Acres MagicBricks Siksha Integration Sulekha WordPress Mcube Integration WhatsApp Integration Shopify Integration Website Integration Razorpay Integration WACA v/s WhatsApp Chat sync Location Tracking in TeleCRM Configure Telecrm in Pabbly Cloud Telephony Integration

Workflows

Introduction to Workflows Workflow on Lead Creation Workflow on Lead Updation Chatbot in TeleCRM Conditions in Workflows Use of Delay in Template Use of Delays in Workflow How to create API Templates

Whatsapp Cloud API

WACA SET UP How to Create WACA Template How to send Single/Bulk msgs How to check broadcast report How to Create a WACA List FB Business Verification Docs FB Business Manager Creation Check your FB Business Manager Set Profile of WACA Number How to delete WACA number Create Permanent Access Token WACA Message buckets

Schedules

Schedules in TeleCRM

Filters in TeleCRM

What is Filter Notes Filter Payment Filter WhatsApp Chat Filter Untouched Leads Filter Status from-to filter Payment Filter Lost Lead Filter with reasons Lead Status Filter Cooling Leads Filter Create&Save a Filter

Introduction of TeleCRM Video · 1min Create your Workspace Video · 3min

Team invitation Video · 1min License management Video · 1min How to View Team Video · 1min How to delete a user Video · 2min How to purchase licenses Video · 1min

Manually (Single lead) Video · 1min Anatomy of lead page Video · 2min Excel upload in TeleCRM Video · 4min Common Pitfalls in Excel Video · 3min Excel Bulk Edit Video · 4min Custom Assignment using Excel Video · 2min

Custom calling campaign Video · 3min Button in Campaigns Video · 3min Filters in Campaigns Video · 3min How to restart a campaign Video · 1min Common pitfall campaign Video · 1min

Setup your lead stages Video · 3min

Call, WhatsApp, Emails & SMS Video · 2min Call, Whatsapp & SMS from Web Video · 2min Template management Video · 3min

Total Calls/sales report Video · 1min Status-wise leads report Video · 2min Review your caller's work Video · 1min Reports download Video · 1min

For Entire Team Video · 1min Daily-Annual Report Video · 1min Download report in excel Video · 1min Review your Caller's Work Video · 1min Leads Report in Detail Video · 5min

Lead Reassignment Single Video · 1min Lead Reassignment:bulk Video · 2min Reassignment within Campaign Video · 3min Lead Assignment via workflow Video · 1min Create your Personalised List Video · 2min

Create custom lead fields Video · 2min Text field Video · 1min Email field Video · 1min Website field Video · 1min Phone field Video · 1min Number field Video · 1min Currency field Video · 1min Tags field Video · 2min Dropdown field Video · 1min Dependent Dropdowns Video · 3min Date field Video · 2min Checkbox field Video · 1min Unique Field Video · 2min Pitfalls in Dependent dropdown Video · 1min

Facebook Video · 3min Google Sheets Video · 4min IndiaMart Video · 3min WhatsApp Chat Widget Video · 6min JustDial Video · 2min 99Acres Video · 2min MagicBricks Video · 2min Siksha Integration Video · 2min Sulekha Video · 2min WordPress Video · 7min Mcube Integration Video · 7min WhatsApp Integration Video · 2min Shopify Integration Video · 1min Website Integration Video · 9min Razorpay Integration Video · 3min WACA v/s WhatsApp Chat sync Video · 1min Location Tracking in TeleCRM Video · 3min Configure Telecrm in Pabbly Video · 4min Cloud Telephony Integration Video · 2min

Introduction to Workflows Video · 1min Workflow on Lead Creation Video · 4min Workflow on Lead Updation Video · 4min Chatbot in TeleCRM Video · 5min Conditions in Workflows Video · 5min Use of Delay in Template Video · 3min Use of Delays in Workflow Video · 2min How to create API Templates Video · 4min

WACA SET UP Video · 6min How to Create WACA Template Video · 4min How to send Single/Bulk msgs Video · 2min How to check broadcast report Video · 4min How to Create a WACA List Video · 2min FB Business Verification Docs Video · 1min FB Business Manager Creation Video · 2min Check your FB Business Manager Video · 1min Set Profile of WACA Number Video · 1min How to delete WACA number Video · 1min Create Permanent Access Token Video · 2min WACA Message buckets Video · 3min

Schedules in TeleCRM Video · 2min

What is Filter Video · 2min Notes Filter Video · 2min Payment Filter Video · 1min WhatsApp Chat Filter Video · 1min Untouched Leads Filter Video · 1min Status from-to filter Video · 2min Payment Filter Video · 2min Lost Lead Filter with reasons Video · 1min Lead Status Filter Video · 1min Cooling Leads Filter Video · 1min Create&Save a Filter Video · 2min

Number field

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