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

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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

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Manager Dashboard

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