Getting Started Guide for Predictive Dialing

1) decide and add the database fields for your account under the Admin tab. this is the data that will be stored in our system for each of the contacts you or your agents will be calling. this information will appear on the agent’s screen when they are connected to a contact. these database fields should match the information you typically have for the people you will be calling. these fields are set per account, and canNOT be changed from campaign to campaign
2) under the Admin tab, add an account for each of your users
3) Select your telephone connection method under the Settings tab for EACH user
4) set a List View appearance under Settings to display additional information in the List View
5) Create a new campaign under the Campaigns tab
6) Upload CSV data by clicking the Add Contacts icon next to the newly created Campaign and follow the on-screen instructions
7) press the GREEN refresh button to confirm your .CSV has been imported correctly
8 ) login, as an agent and press the associated Join a Predictive Campaign button to begin calling