Support for Admins

LeadDesk Admin - Overview tab

• LD Admin - Infoscreen
• Using the Dashboard
• Agents overview
• Sending messages to agents
• Logging out an agent
• Agent groups overview

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LD Admin - Robot dialer

• Call robots overview
• Call robots - Dialing modes and efficiency
• Call robots - Answering Machine Detection

LeadDesk Admin - Reports tab

• LD Admin - Report values explained
• Reporting for Omni
• Using reports in Admin
• Creating custom order reports
• Creating custom call reports
• Creating and using report shortcuts

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LeadDesk Admin - Projects tab

• Viewing the list of projects
• Activating and deactivating projects
• Working with contact ownership
• External URL (Post call events)
• Adding a contact list to a project
• Call results - Creating and editing call ending reasons

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LeadDesk Admin - Agents tab

• Creating an Agent account
• Creating a Manager or Team Leader account
• Missed calls, banning and unbanning agents
• Benefits of the new Outbound interface
• Try the new Outbound interface
• Set up agent profiles

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LeadDesk Admin - Contact Lists tab

• LD Admin - Contact Management
• Overview of the Contact Lists page
• Preparing a contact list file for upload
• Uploading a contact list
• LD Admin - Adding country code to contacts
• LD Admin - BMNR (Dutch blacklist)

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LeadDesk Admin - Products tab

• Easy ​E-Signing
• LD Admin - Product list
• LD Admin - Product groups
• LD Admin - Commission management
• LD Admin - Manuscript Tool
• LD Admin - Meeting calendars

LeadDesk Admin - QA (Quality Assurance)

• LD Admin - QA tool

LeadDesk Admin - Inbound tab

• Handling messages from contact forms
• Viewing and managing inbound routes
• Creating inbound routes for calls
• Directing inbound calls to an agent without a queue
• Creating inbound routes for email
• Creating inbound routes for webchat

See all 21 articles

LeadDesk Admin - General Settings tab

• Adding, editing and deleting activities
• Creating a sponsor
• Creating an Office
• Assigning VoIP switches
• LD Admin - Show name instead of e-mail address
• LD Admin - Activity Management

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Managing phone numbers

• Buying phone numbers
• Understanding phone number mandates
• Releasing phone numbers
• Porting numbers to LeadDesk

GDPR

• Cronofy

LeadDesk Admin - FAQ

• Dead contact removal tool
• Omni - Set up manual contacts (call, email, SMS)
• VoIP account registration failed: Incorrect username or password!
• LD Agent - The Administrator has changed your active campaign. Your active campaign will change after this message has been closed.
• LD Admin - Calendar invitation ends up in junk / spam folder
• Error: db :

See all 13 articles