Dashboard Overview

• Related Articles

• Campaigns Overview

  Campaigns are a great way to stay in touch with your customers and employees. This article will give you an overview of the Campaign module and how to navigate through the page. New Campaign This is where you go to create your new Campaign. Edit ...

• RO Screen And Process Overview

  This is an overview guide that will help you familiarize yourself with the ROs screen and the progress bar of the Repair Order. 1. Repair order progress bar 2. RO Details. Can be edited by clicking the blue pencil. 3. Customer information. Can be ...

• Advisor IQ Dashboard

  This report gives information about calls and SMS conversations analyzed by Advisor IQ. Advisor IQ Required Site Manager Access Required Calls Inbound calls that go to voicemail or are disconnected in the menu will be listed as N/A User. For calls to ...

• Configuring The DC Scheduler

  How to Configure Appointment Settings in DC Want to streamline the booking process for your customers? By setting up your DC Scheduler, you will now have the ability of having customers avoid the hassle to calling in, and now have the ability to ...

• Personal Voicemail

  There are 2 parts to setting up individual voicemails. First they need to be enabled in the user profile. Then the recording needs to be set. Open the profile menu from the top right: And scroll down to the bottom and click record. Once the recording ...