How to Setup a Quick Transfer
How to Setup a Quick Transfer. There are two ways to set up a quick transfer number in the Dolphin Cloud. The first option is by using the campaign settings to add your transfer list just to the campaign you want to modify. The second option is with the master dial settings. When you add...
Email Template – Insert Variables
Email Template Settings - Using Insert Variables Grab data from your calling file with the insert variable tool. You can use this time saving tool to grab data such as leads first name and last name from your calling file and place it into the body of the email template. Step 1. Go to admin...
How to Create a New Script
How to Create a New Script Scripts are added to the master dial page, campaigns, or in a list. They are helpful for guiding an agent through a live call. The script appears on the agent screen during an active call. Follow the steps below to learn how to use the script editor and how...
How to Setup the PAM Voicemail Drops
How to Setup the PAM Voicemail Drops Follow along with this article to view the steps to set up the PAM voicemail drops. This setting lets the user send a pre-recorded message when getting to an answering machine. You can set up a total of 5 custom PAM voicemail drops. Step 1. Find and select...
Custom Fields
How to Add a Custom Field The dialer by default only displays the default information fields when viewing or calling a lead. Custom fields are used to add additional lead data from your leads file on the agent screen, and on the mapping page of the lead import process. This is helpful when you need...
How to Upload an Audio File
How to Upload an Audio File In addition to recording your own custom audio file, the dialer allows you to upload your own .wav file. Follow the steps below to learn how to add a new file. Step 1. Begin at the top of the page and select the admin. Then choose add a new...
How to Pull an Outbound Calling Report
How to Pull an Outbound Calling Report Follow the steps below to pull and view an outbound calling report. This report is for previewing various outbound only data. View stats such as outbound calling, hangup reason, list ID, call status, and agent stats. Step 1. Go to reports from the dolphin navigation bar. Click on...
How to Create an Email Template
How to Create an Email Template A quick tutorial on creating a new email template and how to use variables to auto-fill specific fields from a calling file. Step 1. Go to admin and then choose email templates. Now click on add new templates to create a new template. Step 2. On this page, type in...
Dolphin Master Dial Settings
Master Dial Settings This article breaks down the Master Dial Settings page. This page contains the default dial settings that can get copied into any new campaign. In order to start making calls, you need to set up a Caller ID on the master dial settings page. How to find the Master Dial Settings Start...
How to Update Email Settings
How to Update Email SettingsThis guide will help you set up the email preferences for GMAIL or SMTP. Setting this up will allow your team to send emails to your clients.Step 1.Start at admin and then choose email and finally click on settings. Step 3.There are two options to sign in with when...