Admin Quick Reference and User Guide

Admin Quick Reference and User Guide
USA Dialer Services Hosted predictive Dialer
Sales / Customer Service / Technical Support 800-506-9982 Ext 103
Updated
5.11.2014
www.usadialerservices.com
Admin / Dialer site login : http://dialer.usadialerservices.com
Email: [email protected]
Table of contents
Topic
Page
Table of contents
Glossary
2
3
Eyebeam down load and set up
How do I set up Eye beam
Where is the Eye Beam link I send to clients
Where is the Eye Beam license key
How to add a new Admin user
How to add a new User
How to start using the dialer
How to load an audio file
How to convert a lead file for the dialer
How to create a new campaign
How to load a lead file into the dialer
How to recycle a campaign
How to transfer leads or combine campaigns
How to remove leads from a campaign by disposition
How to monitor and coach an user
12
13
13
15
23
27
31
51
57
62
64
71
72
75
77
2|Page
Glossary
Table of contents
Page
Where do I find the list of clients by C #
7
Where do I go to edit a C#
7
What URL do I go to log into the Dialer
7
How do I create a new account
7
How do I enable or disable an account?
7
Where do I add a company name so it shows up next to the C#
8
Where do I Enable or Disable a customer
8
Where do I go to login to the dialer ( Step 1)
11
How do I set up my Set up Eyebeam
12
How do I find my Eyebeam License Key
14
How Do I add an admin user?
23
What feature's should an Admin have
25
How do I add a name to a dialer user? ( Step 5)
27
3|Page
How do I add the "SIP" option to an account?
27
How do I add a new user to an account
27 to 28
What feature's should an User have
28
Admin interface features
29
User interface features
30
How do I know if I have enough band with as I a using the dialer / Latency
31
Where do I find my user name and login for the dialer ( Step 2 )
31
How do I login to the Dialer
31
What URL do I go to log into the Dialer ( Step 1)
31
How can I test my Eyebeam
33
How do I find my SIP number
33
How do I log into a Campaign
34
How do I know when I am logged in correctly
36
How do I know when I am connected to a live call
37
How do I add Notes to a prospect (Step 1 & 2)
38
4|Page
How do I disposition a call (Step 3)
38
How do I leave a pre-Recorded message
39
How do I play a live Audio
39
How do I transfer a Live Call
40
How do I complete a live 3 way call
41
How to find a Number / Prospect that was connected to a specific user such a “Dialer 1”
42
How do I make a "Manual" call from the Dialer
43 to 44
How to modify the prospects original phone number
45
I hear the dialer from my computer and not my head set
46 to 48
How to schedule a call back in the dialer
49
How do I disposition a call as a "DNC" or "Not Interested"
50
How do I load an Audio file?
51 -54
How do I convert a lead file so it will load in the dialer
59 to 60
How create a new campaign
61 to 63
How do I add or reduce lines by campaign ( Step 8 )
63
5|Page
How do I change the caller ID in a campaign ( Step 3)
63
How do I change the caller ID phone number in a campaign ( Step 5 )
63
How do I limit the hours that a campaign dials ? ( Step 7 )
63
How do I re-name a campaign
63
( Step 3)
How do I load leads into the dialer
64 to 70
How do I recycle a lead file by disposition?
71 to 72
How do I recycle the "Maxed out" leads?
71 to 72
How do I combine leads from one campaign to another by disposition?
73 to 74
How can I listen to a dialer dialed call recording?
79
How can I listen to a direct dial call recording?
80
How do I delete a campaign
81
How do I change the music on hold for a dialer user
83
How do I know how many leads I have to dial in a campaign?
82
How do I reset the master password on an account if they have changed it?
84 to 85
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When you clicked on the link in “Step 1” and you followed the steps down to “Step 5” from the link you pasted in the URL , When you left click
on the “Blue link” “Eyebeam 1.5.7 License key” it will open up a new window that has the license key in it. Copy it past it in the license area
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Key code for Eyebeam: FFM9NEQKSUNY73BL2TH4CZ8ZA5GVR6DPTLRAWN77-DAZR7XMURPKE83QTA7S7LM63
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Mic & Hearing adjustments on the Eyebeam
When you are all set up type 5000 on the Eyebeam and press the “Green phone” on the Eyebeam. You will hear yoru Eyebeam
has been configured corectly. Then you wil be asked to speak into your mic and say some thing. Then Press any key to hear the
recording. Adjust the “Mic” or “Hearing” volume slides on the Eyebeam to desired levels.
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After logging back into your Eyebeam is should register your Sip ID that is located under your
settings tab in the lower left corner ( See example on next page)
(Remember that the SIP_ 23 is specific to the user and can not be used at the same time with another user login under the same SIP ID )
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Adding a new Admin / User to an account step 1 ( Always add 3 Admin users in sequesce 1,2,3)
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This screen will take you step by step setting up a new Admin User Step 2
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Below you will see when you check the boxes below for an Admin what tabs will appear
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After you create an Admin/ User you need to set the Sip phone settings
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Adding a standard Dialer User
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Below will show you Standard Features for a Dialer user
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Admin user interface and features
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Dialer User Interface and Features
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How to start using the dialer as a “Dialer User”
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How to tranfer a live call
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How to complete a 3 way a live call
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How to find a Number / Prospect that was connected to a specific user such a “Dialer 1”
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How to make a “Manual Call” / Call back from the dialer
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How to modify the prospects original phone number
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I hear the sound through my computer and not my head set. How do I fix it?
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How to schedual a call back
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How do I disposition a call as a "DNC” or "Not Interested"
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How to load an Audio file
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How to change the music on hold for the Dialer User
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Converting lead files to upload into the dialer
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How to create a new campaign in the dialer
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How to load leads into the dialer
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How to Recycle a Campaign by Disposition
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How to Transfer leads or Combine Campaigns
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How to Remove leads from a Campaign by Disposition
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How to Monitor, Coach, Barge a call with an active User
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Where to find Recordings of Dialer Dialed calls
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Where to find Recordings of Direct calls by User
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How to Delete a Campaign
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How do I find and start Eye Beam
Find the
icon on your desk top or in the start menu on the lower left corner
of your desk top.
Left click on the
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Icon and it will launch automatically.
How do I change the Music on hold for the agents?
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How do I reset the master password on an account if they have changed it?
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