Navigation
After logging in, you will see the main pages over to the left as a side navigation bar. From there you can access the Call page, History, Orders, Away and Settings.
From the main call page, you can select your current Campaign from the header. Beneath that is the second level navigation.
The Manual call and calling mode selection is located in the top-right, just under your username. The Contact List can be selected to the left, just below the second level navigation.
Calling
Some (or all) of the following calling methods may be available to you, depending on the settings of the project you are working on:
Preview
If available, choose Preview calling in the call selection drop-down list in the top-right corner. This will bring up a contact in the Preview section and allow you to click the green Call button.
After that, you can hang up (and keep the same contact on screen), hang up and move to the next contact or hang up and remove the contact from the list (setting the contact as finalised).
Progressive
Selecting Progressive calling from the drop-down list in the top-right will enable the Start button to initiate Progressive calling. The dialer will call one contact at a time until you get an answer.
Manual
Clicking Manual call button will bring up the manual call dialog, allowing you to type and call any number. This will create a new contact.
Contact list calling
You can review all the customers on the current contact list by selecting the Contact List page from the second level navigation.
You can then click the contact's name to view their contact card, or click the icon to place a call.
Inbound and Robot calling
If you have inbound calls, or work with robot calling, the Inbound tab lets you switch it on.
Click on the switch to put yourself in ready mode, allowing you to receive Inbound and/or Robot calls, depending on your project's settings.
From here, you just wait until a call is connected to you.
Virtual or simulated calls
If you don't need to call a contact, but do need to record that you have spent time working on their behalf, you can simulate a call. Click the simulate call icon to log time against a contact without actually calling them.
B2B
You can also use B2B calling if it has been set up, allowing you to track multiple contacts for each company you deal with.
Contact card
All calling modes end up at the Contact Card view as soon as you are connected to a contact.
You will find call controls in the top right corner (this is also where you register an outcome at the end of the call) and contact data in the first section.
Callbacks and Products & Orders are handled further down the card.
For more information about the contact card please see this article