How to Move Leads to a Different List
How to Move Leads to a Different List. Learn how to move leads and rearrange them to different lists in your CRM by following the steps below. There are two ways to do move leads. This article will guide you through the steps. Step 1. Go to CRM and then click on leads. Step...
How to Clear a List
How to Clear a List. Make a mistake uploading leads? You can clear a list of leads in the CRM. Learn how to clear a list of leads using the steps below. Keep in mind that this setting will clear a list of all its leads and this process cannot be undone. Step 1....
How to Delete a Lead
How to Delete a Lead Need to remove a few leads from the CRM? This article walks you through the steps of how to delete single or multiple leads. Step 1. Go to CRM and then click on leads to view the leads in the CRM. Step 2. Next click on the checkbox...
How to Reset a List
How to Reset a List Has your team completed calling a list and now out of new leads to dial? Resetting a list is a way to follow up on all those unanswered calls from a finished list. This setting lets you filter a list so that you can call back leads with statuses such...
How to Convert a Lead to a Contact
How to convert a Lead to a Contact Need to convert a lead to a contact? You can move your leads to the contact page of the CRM. This page is best used for organizing, tracking sold leads, or current customers. Use this page to help manage a list of clients that don't need a...
How to Add a Single Lead
How to Add a Single Lead There are times when a list import is not necessary if you just need to add one new lead. You can add a single lead in the dialer. In this article you will learn how to add a single lead. Follow the steps below to see how it's done....
How to Change the Dial Mode
How to Change the Dial Mode There are three dial modes to make phone calls with. The dial mode determines how leads get called within a campaign. The master dial and campaign settings both have the option to change the dial mode. The steps will be the same for both the campaign and master dial...
How to Manual Dial
How to Manual Dial There are two ways to manually call a number in the Dolphin Cloud. You can use the top dashboard to type in a number to call. Any number you find in blue can get clicked to start a new single call. This article will guide you on how to make these...
Dialing Dashboard Overview
Dialing Dashboard Overview The Profile Account page shows during a live call or while viewing a lead. There are useful tabs to use such as the activities, lead info, script, email, and texting tabs. This article will help guide you through the Profile Account page and how to use each tab. Activities Use this...
How to White List an IP
How to Whitelist an IP Need to limit or control who can use the dialer? Whitelisting lets you create a list of trusted IP addresses that have access to your dialer. Follow the steps below to see how to whitelist an IP address in the Dolphin Dialer. Step 1. At the top menu, select admin...