FAQ

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This error
Mon, 10 Sep, 2018 at 7:50 PM
How to enable auto answer in Softphone?
In
Mon, 10 Sep, 2018 at 8:32 PM
How to do click to call?
Step 1. In order to do Click to call, go to people profile page, by clicking on the name of the contact in the contact listing page, as show below. Like...
Sat, 22 Sep, 2018 at 4:30 PM
Where can I see the my custom lead fields I created?
In order see the custom Lead Fields you will have to go to the People Profile Page. In the People Profile Page Click on the Details tab to view the custom f...
Sat, 29 Sep, 2018 at 12:58 PM
" I can see that I have 4 overdue in the campaign in step 2. How can I search those leads?"
Let me share with you the steps that is needed to get this information.  At first you noticed the following as shown in the below image:  As...
Sat, 29 Sep, 2018 at 1:40 PM
How to Move Leads From One Campaign to Another?
You can do this with the following Steps. 
Sat, 29 Sep, 2018 at 2:12 PM
How to bulk upload data?
Please follow the steps: Step 1. Create a the data in the below format. Go at the extreme bottom of this post. You will find a file attached by the ...
Sat, 29 Sep, 2018 at 3:42 PM
Imaginesales Tech. suggests to create 3 to 5 steps in the campaign. Why?
Let us suppose you got fresh leads to cold call. There are 10 such data that you have got at 10 am on 1st July, 2018. You called all of the 10 people at ...
Sun, 30 Sep, 2018 at 11:26 AM
What does Due and Over Due Means at the Campaign Listing page?
Did you notice the two arrows in the above image. One has Due 1 and other had Over Due 3 for the campaign How to Sell through Phone.  Due Means number ...
Sun, 30 Sep, 2018 at 11:13 AM
In the above example I saw Due and Overdue at the Campaign Level. What does Due and over due at Step Level means?
Please refer to the Image Below: This Campaign has 2 steps. In the first Step the Due is 1. That means this is the first follow up. In the Second s...
Sun, 30 Sep, 2018 at 11:21 AM