FAQs
- How do I assign lists to reps?
- How do sort the CSV data?
- Can I assign lists to my reps?
- Can I use AutoReach this if I don’t have Salesforce?
- Does AutoReach work for pooled teams (1 to many lists) or only individual rep lists (1:1)?
- Does AutoReach work with voicemail drop and local presence?
- Does my Salesforce email need to match my Provider email?
- Frequently Asked Questions
- How Do I Add a Subsort to a Salesforce Report or List View?
- How do I add more custom columns to a CSV import?
- How do I import non-phone fields from a CSV?
- How do I use the Autotab feature?
- How do Shared Lists Work?
- How Does a Dialer Make My Team More Effective?
- How does the Salesforce Data Sync Work?
- ROI Calculation Example
- Salesforce ListViews/Reports?
- Voicemail Drop/Local Presence?
- What do the colors on a call list/dialing session mean?
- What is the Attempts Per Agent for Shared List?
- What is the Number of Redials per Record Mean?
- What is the Rest Period for a List?
- What’s the max number of records that I can put into a list?
- Which Salesforce Objects are Supported?