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Outbound & Inbound Calling

The third section of setting up the InsideSales.com system demonstrates how to set up and manage calling activity through InsideSales.com. This section includes information on setting up the inbound and outbound dialing tools.

OUTBOUND CALLING TOOLS

  1. STATIC VS. DYNAMIC DIALING LISTS

  2. CREATING A STATIC DIALER LIST
  3. DYNAMIC DIALER CONCEPTS
  4. CREATING A DYNAMIC DIALER LIST
    1. STEP 1: BASIC SETTINGS
    2. STEP 2: PHONE NUMBER PRIORITY
    3. STEP 3: BASIC DIALER QUERY SETUP
    4. STEP 4: ADVANCED DIALER QUERY SETUP
    5. STEP 5: DIALER BUTTONS
    6. STEP 6: TIC SHEET DISPLAY
    7. STEP 7: EMPLOYEE STATUSES'
    8. STEP 8: SELECT LAYOUT
  5. DIALER CACHE
  6. LOGGING INTO A DIALER LIST
  7. USING THE OUTBOUND DIALER

INBOUND CALLING TOOLS

  1. ACD & IVR CONCEPTS

  2. ACD SETUP
  3. IVR SETUP 1: BASIC SETTINGS
  4. IVR SETUP 2: IVR OPTIONS
  5. LOGGING INTO INBOUND CALLING
  6. CALLING SCRIPTS
  7. USING THE INBOUND DIALER
  8. USING THE INBOUND AND OUTBOUND DIALER TOGETHER (BLEND)
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