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  1. Call Logic
  2. Using Call Logic

Using Call Logic

Before you Get Started

  • Best Practices: Calling Assistant and Click to Call
  • System Requirements
  • Using Click to Call

Call Logic Integrations

  • Call Logic with Crelate
  • Call Logic with SalesForce
  • Call Logic with Outlook Calendar
  • Call Logic with Allstate Lead Manager
  • Call Logic with Blitz
  • Call Logic with Cole X-Dates Integration
See all 10 articles

Adding Contacts, Creating Campaigns & Scheduling Appointments

  • Dialing Screen
  • Adding and Managing Contacts
  • Create a Calling Campaign
  • Using the Dialer (Calling Campaign)
  • Creating a Follow-up Campaign
  • Creating & Editing Calendar Appointments

Campaign Functions

  • Recording Voicemails
  • Reporting and Tracking
  • Transfer Calls / Coaching & 3-Way Calls
  • Scheduling and Reviewing Call Recordings
  • Creating and Sending Emails

Manage Account

  • Change Password & Account Information
  • Billing & Subscription Settings
  • Wrap Time - Adjust Time Between Calls
  • Change Caller ID Display
  • Complete Parked Dispositions
  • Appointment Reminders & Notifications
See all 7 articles

Manager Dashboard

  • Manager Dashboard - Importing Contacts
  • Manager Dashboard - Shared List
  • Manager Dashboard - Call Scripts
  • Manager Dashboard - Dispositions
  • Manager Dashboard - Recording/Monitoring Calls
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