General
Team Dialer
- How do I dial into the phone bridge to make calls?
- How do I skip over someone I do not want to dial?
- How do I re-check all unchecked boxes at once?
- How do I move my fields/columns around in My Session?
- How do I schedule a dialing session?
- How do I cancel a dialing session?
Personal Dialer
- How to delete a Team?
- How to edit a Team?
- How to create a Team for Managers?
- How do I transfer a List to a Team Member?
- How do I delete a Call List(s) from the My Lists tab?
- How do I export a Call List from the My Lists tab?
Click Dialer
- How do I dial into the Phone Bridge to make calls?
- How to use Dial the List Feature?
- How does the Adhoc Dial feature work?
- How do I log a call?
- How do I schedule a Follow up?
- What is the Call Metrics section?
TruCadence
- What is a Sample Cadence and how do I make use of it?
- How do I create a Cadence with Touches?
- How do I schedule an Email Touch?
- How do I share a Cadence?
- How do I enable Email Opt out?
- Can a Cadence be deactivated?
Inbound Leads
FAQ
- How do I reset my password?
- What ConnectLeader Session Reports are available?
- What is the Two-Party Consent State law and which states have that law?
- How can I view the Scheduler in a list format and export the scheduler information?
- What are the Metrics/columns in the My Lists Tab?
- What is the difference in the line colors?