Goes through the detailed four-step process for importing data to the CRM via an existing spreadsheet file. Before importing, you may want to review the sections on how to prepare the spreadsheet for upload.

This training explains the general concepts of setting up a dialer initiative time block with its related queries. A detailed description of filters and sorting rules are in separate videos.

Shows Section 2 of 7 for setting up a dialer initiative. This section sets up which phone numbers in each record are valid to be called, for instance, if you want to dial both the home and cell phone numbers for the same person.

In this video we demonstrate the basic process for setting up dialer filter rules, as well as show three of the most common filters--Status, Campaign, and Location (Time Zone).