First Steps - Where do we start?

As Dialer Pro is a system that deals with many aspects of your organization, there are a few things that must be set up first.

It is important that this initial setup will be done with the business owner present, as some security settings and users' permissions decisions are involved.

Things to setup before you start are:

Create yourself a user name / password. Make sure to assign yourself as administrator!
Your Company's information.
Enter your products in.
Enter sources of your leads.
Setup scanner on workstations of production, accounting and reception.
Setup your Email account so you can shoot emails.
In the Options screen:
In General tab:
Enter your company's name.
Setup the SMS account.
Enter the CSLB URL.
Enter default amount to pay for:
Confirmed lead.
IA lead.
A sit with a client.
Lead that become project.
In Projects tab:
Default Lead Cost.
Default Salesman Commission.
In Importing From Dialer tab:
Choose Dialer Type.
Web-Form Setup: Point to the leads.txt
In the Leads Options tab:
Enter the 5 questions for the confirmation.
Fill up the rest of choices.
In the Time Clock tab:
Fill all fields with your favorites choices.
Create your templates.
Setup your dialer's SIP account information.

Once done, you're ready to start using Dialer Pro.

DialersPro.com - Paperless Marketing System

First Steps - Where do we start?