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).

Here we show the basic elements of setting up a lead routing skill. Skills require a dropdown field, an agent assignment, and a proficiency.

An initial overview of the Layout Group tool for site administrators. Layout groups control the physical record construction and page views in the main CRM system.