telecrm Admin LMS

20 chapters
86 videos
3 hr 26 min

Course content

Create Workspace2 min

Add a Single User via Web App3 min Configuring Team Hierarchy2 min Bulk User Upload via Excel3 min Add a Single User via Mobile 2 min How to assign a license2 min Delete User and Reassign Leads4 min Reactivate a Deleted User1 min Manage User's Availability 5 min

Adding a Single Lead2 min How to Upload an Excel6 min Excel Advance Distribution4 min Owner Specific Assignment4 min Pitfalls of Excel Upload4 min Excel Bulk Update3 min Importing existing Actions3 min

Buttons in Campaigns3 min Filters in Campaign2 min How to create a campaign 2 min Pitfalls in Campaign1 min

Introduction4 min Text Field 1 min Phone Field1 min Email Field1 min Number Field1 min Website Field1 min Money Field1 min Tags Field1 min Date Field2 min Check-Box Field2 min Dependent Dropdown Field4 min Pitfalls in dependent dropdown1 min System Fields3 min

Introduction1 min How to Create2 min How to view Recurring Date1 min Birthday Wish1 min

Field Category View Setup2 min Role-Specific Access2 min

Introduction3 min How to create Lead Status1 min

Creating Custom Call Feedbacks2 min Labels or Lists2 min Leads table View2 min

All Leads page4 min Creating and Sharing a filter1 min Pin and rearrange filters1 min Assignee change from and to1 min Status change from and to1 min Assignee Filter1 min Lead field filter2 min Filter your Actions2 min Action Performed Filter3 min

Leaderboard Report3 min Download Leaderboard Report1 min How to View Call Report4 min How to Download Call Report5 min Downloading Activity Report4 min Reporting in Detail5 min Leads report download3 min Scheduling Reports Via Email6 min

Create Admin Custom Dashboard3 min Role Specific Custom Dashboard3 min

Introduction1 min Enabling the Activity View3 min

Introduction1 min Manage Personal Templates4 min Manage Role Specific Templates5 min

Introduction1 min Lead specific rights 2 min Set up your lead view2 min Salesform Specific Rights3 min Team and Billing rights2 min Calling rights2 min Permission and rights2 min Call Recording Accessibility2 min

How to schedule 1 min Re-Schedule a task1 min Bulk Upload Tasks5 min

Upcoming Leads Assignment3 min Existing Leads Assignment2 min Leads Assignment in a Campaign1 min

How to a do Bulk Edit action1 min Edit Report & Undo4 min

How to create Sales Group3 min

Location Check-In2 min