Admin Resources

Best Practices for Calling Program Admins
Tips and things to remember: Create your own training guides (documents and videos) so your callers are best prepared for your priorities and goals.  W...
Fri, Apr 12, 2019 at 5:36 PM
Best Practices for Caller Organizers
How to help your callers have a good experience: Your main goal should be to keep the wait time as short as possible and in general more simultaneous c...
Tue, Apr 9, 2019 at 3:06 PM
Term Definitions
Definitions for Key Words List - A single list of phone numbers to call.  Lists get split into cells and landlines when they are loaded into a service. ...
Mon, Jun 17, 2019 at 9:09 PM
Changing your view of a dashboard
The default view is known as “TV Mode” and it displays your whole dashboard at once.  To get a closer view of any segment of content do one of the follo...
Tue, Apr 9, 2019 at 3:35 PM
How to do a Call Transfer - Steps for Admins (Beta)
NOTE: This feature is still in BETA and is not available to all clients. If you do not currently have access, you will get a notification when the feature is...
Tue, Apr 9, 2019 at 3:50 PM