Advanced
Review the Speed Dial queue before calling
Speed Dial combines a working lead queue, contact information, and calling controls. You need access to Speed Dial; actual calling additionally requires…
Calling and texting
Prepare to call or text, and understand calling credits and voice tools.
Advanced
Choose who appears in recommended calls
Call Recommendations controls the recommended list used by Speed Dial and the morning email. Account rules and a person’s filters have separate save actions…
Advanced
Choose pipeline columns for Caller View
Caller View gives sales representatives a focused set of pipeline columns. It selects which existing stage/status columns appear; it does not move leads…
Intermediate
Understand personal voicemail and voice tools
Voice Studio manages personal voicemail messages, greetings and AI voice assets within your workspace account. It is also available from Speed Dial’s Contact…
Intermediate
Read calling-credit balances and activity
Calling Credits shows the workspace’s calling balance, credit state and recent ledger activity. You need authorized billing access. The page distinguishes…
Advanced
Interpret telecom cost evidence
Telecom Cost Review is an advanced reconciliation view for authorized billing operators. It combines tenant and unallocated provider-project evidence. Access…