TeleCRM Admin LMS

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Introduction
Introduction of TeleCRMCreate your Workspace
Team & License Management
Team invitation License managementHow to View TeamHow to delete a userHow to purchase licenses
Add leads
Manually (Single lead)Anatomy of lead pageExcel upload in TeleCRMCommon Pitfalls in Excel Excel Bulk EditCustom Assignment using Excel
How to use campaigns
Custom calling campaignButton in CampaignsFilters in CampaignsHow to restart a campaignCommon pitfall campaign
Lead Stages
Setup your lead stages
How to make Calls
Call, WhatsApp, Emails & SMSCall, Whatsapp & SMS from WebTemplate management
Leaderboard Report
Total Calls/sales reportStatus-wise leads reportReview your caller's workReports download
Charts Report
For Entire TeamDaily-Annual ReportDownload report in excelReview your Caller's WorkLeads Report in Detail
Lead Reassignment
Lead Reassignment SingleLead Reassignment:bulkReassignment within CampaignLead Assignment via workflowCreate your Personalised List
Custom Lead Fields
Create custom lead fieldsText fieldEmail fieldWebsite fieldPhone fieldNumber fieldCurrency fieldTags fieldDropdown fieldDependent Dropdowns Date fieldCheckbox fieldUnique FieldPitfalls in Dependent dropdown
Integrations
FacebookGoogle SheetsIndiaMartWhatsApp Chat WidgetJustDial99AcresMagicBricksSiksha IntegrationSulekhaWordPressMcube IntegrationWhatsApp IntegrationShopify IntegrationWebsite IntegrationRazorpay Integration WACA v/s WhatsApp Chat syncLocation Tracking in TeleCRMConfigure Telecrm in PabblyCloud Telephony Integration
Workflows
Introduction to WorkflowsWorkflow on Lead CreationWorkflow on Lead UpdationChatbot in TeleCRMConditions in WorkflowsUse of Delay in TemplateUse of Delays in WorkflowHow to create API Templates
Whatsapp Cloud API
WACA SET UPHow to Create WACA TemplateHow to send Single/Bulk msgsHow to check broadcast reportHow to Create a WACA ListFB Business Verification DocsFB Business Manager CreationCheck your FB Business ManagerSet Profile of WACA NumberHow to delete WACA numberCreate Permanent Access TokenWACA Message buckets
Schedules
Schedules in TeleCRM
Filters in TeleCRM
What is FilterNotes FilterPayment FilterWhatsApp Chat Filter Untouched Leads FilterStatus from-to filterPayment FilterLost Lead Filter with reasonsLead Status Filter Cooling Leads Filter Create&Save a Filter
Introduction of TeleCRM Video · 1minCreate your Workspace Video · 3min
Team invitation Video · 1minLicense management Video · 1minHow to View Team Video · 1minHow to delete a user Video · 2minHow to purchase licenses Video · 1min
Manually (Single lead) Video · 1minAnatomy of lead page Video · 2minExcel upload in TeleCRM Video · 4minCommon Pitfalls in Excel Video · 3minExcel Bulk Edit Video · 4minCustom Assignment using Excel Video · 2min
Custom calling campaign Video · 3minButton in Campaigns Video · 3minFilters in Campaigns Video · 3minHow to restart a campaign Video · 1minCommon pitfall campaign Video · 1min
Setup your lead stages Video · 3min
Call, WhatsApp, Emails & SMS Video · 2minCall, Whatsapp & SMS from Web Video · 2minTemplate management Video · 3min
Total Calls/sales report Video · 1minStatus-wise leads report Video · 2minReview your caller's work Video · 1minReports download Video · 1min
For Entire Team Video · 1minDaily-Annual Report Video · 1minDownload report in excel Video · 1minReview your Caller's Work Video · 1minLeads Report in Detail Video · 5min
Lead Reassignment Single Video · 1minLead Reassignment:bulk Video · 2minReassignment within Campaign Video · 3minLead Assignment via workflow Video · 1minCreate your Personalised List Video · 2min
Create custom lead fields Video · 2minText field Video · 1minEmail field Video · 1minWebsite field Video · 1minPhone field Video · 1minNumber field Video · 1minCurrency field Video · 1minTags field Video · 2minDropdown field Video · 1minDependent Dropdowns Video · 3minDate field Video · 2minCheckbox field Video · 1minUnique Field Video · 2minPitfalls in Dependent dropdown Video · 1min
Facebook Video · 3minGoogle Sheets Video · 4minIndiaMart Video · 3minWhatsApp Chat Widget Video · 6minJustDial Video · 2min99Acres Video · 2minMagicBricks Video · 2minSiksha Integration Video · 2minSulekha Video · 2minWordPress Video · 7minMcube Integration Video · 7minWhatsApp Integration Video · 2minShopify Integration Video · 1minWebsite Integration Video · 9minRazorpay Integration Video · 3minWACA v/s WhatsApp Chat sync Video · 1minLocation Tracking in TeleCRM Video · 3minConfigure Telecrm in Pabbly Video · 4minCloud Telephony Integration Video · 2min
Introduction to Workflows Video · 1minWorkflow on Lead Creation Video · 4minWorkflow on Lead Updation Video · 4minChatbot in TeleCRM Video · 5minConditions in Workflows Video · 5minUse of Delay in Template Video · 3minUse of Delays in Workflow Video · 2minHow to create API Templates Video · 4min
WACA SET UP Video · 6minHow to Create WACA Template Video · 4minHow to send Single/Bulk msgs Video · 2minHow to check broadcast report Video · 4minHow to Create a WACA List Video · 2minFB Business Verification Docs Video · 1minFB Business Manager Creation Video · 2minCheck your FB Business Manager Video · 1minSet Profile of WACA Number Video · 1minHow to delete WACA number Video · 1minCreate Permanent Access Token Video · 2minWACA Message buckets Video · 3min
Schedules in TeleCRM Video · 2min
What is Filter Video · 2minNotes Filter Video · 2minPayment Filter Video · 1minWhatsApp Chat Filter Video · 1minUntouched Leads Filter Video · 1minStatus from-to filter Video · 2minPayment Filter Video · 2minLost Lead Filter with reasons Video · 1minLead Status Filter Video · 1minCooling Leads Filter Video · 1minCreate&Save a Filter Video · 2min

Reports download