Welcome to Telecalling.in

User Manual

Introduction

Telecalling Software for All Business needs

Our Telecalling Dashboad makes work simple, convenient, and reliable.
Create what you need in Just 5 minutes

THIS IS A DIGITAL DASHBOARD THAT IS SMART, ELEGANT & AFFORDABLE.

An Auto Dialer to avoid manual dialing and quickly call lists. A CRM to manage contacts.  follow ups. Dictate Notes to remember conversations. Even a Messenger to message after call.

Get a bird's eye view of all the action on your dashboard. Manage lists and auto distribute contacts across your team. Easily measure time spend and average call duration on calls. Track outcome, notes, history and much more. Visualize team performance in clicks.

Tour to the Demo CRM

Visit Telecaliing.in  

1. Click on the header bar demo option for demo login CRM dashboard

2. Enter  demo login details

Username/ Email	demo@abc.com
Password	1234

3.

3 Dashboard Welcome Screen

Add agents/managers

Navigate to Management Section >> member option to add users

Click on                                  button to add member .

Fill all the details required to add agent / manager and click add button

Manage Lists and Contacts

Select Telecalling and navigate to >> List & contact option to manager list and contacts

Click on                             button create New List in order to add contacts

A pop window opens up to enter the new list name

Type  list name and press on CREATE button to create a new list

Import contacts to list

Select  CSV file to import contacts

After successful immport new contacts will added to the list

Assign ‘Contacts List’  to agents

Navigate to Side menu >> select Assignments

All the Lists will be shown  in panels. Click on                         button to assign the telecalling agent      

Select the Agent / agents whom to wanted to assign to telecalling list and press add button

Such  list will be assigned to agent can start calling on Dailer Application

>> Login to  Dailer App to start calling

Open  https://telecalling.in/user/abc

username	agent1@abc.com
password	1234

Change the list to load contacts and start calling…….

· Automatic dailer will phone the contact in mobile dailer after 5 seconds  l

· Once the call finishes dailer open caller feedback form to note contact status

· In form select the appreciate disposition and click NEXT button

Once the Next button triggered SMS and EMAIL will be Deceivered to the contact and new contact will be loaded.

Reports and Dispositions

CRM provides completed call report history of all agents, for that Navigate to Reports

All the Reports are shown with the contacts disposition , remarks ,note.