Setup the company's information in the program. Follow instructions in Manage Companies. NOTE: You need to have one active company to be able to work.
Setup additional lead sources, if required. Follow instructions in Manage Leads Sources.
NOTE: You need to have at least one lead source to be able to work.
Setup additional products, if required. Follow instructions in Manage Products. NOTE: You need to have at least one product to be able to work.
Setup users information. Follow instructions in Contacts menu. NOTE: Add agents, office personnel, contractors, salesmen and other users that will use Dialer Pro or will appear in Dialer Pro as company's personnel.
Setup caller IDs in the dialer for your agents. Follow instructions in Campaign Caller ID.
NOTE: The default caller ID is 0000000000000.
Setup caller IDs in Dialer Pro for your lead processing personnel. Follow instructions in Dynamic Caller ID (DCID).
NOTE: The default caller ID is 0000000000000.
Load listings in the required campaign in the dialer. Follow instructions in Manage Listings screen.
Setup the email account the program will use. Follow instructions in Setup Email Accounts.
