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  2. Account

Account

Audio Library

  • Upload a Voice Broadcast Message
  • Upload New Audio Media

Dispositions

  • Check Custom and System Dispositions
  • Add New Dispositions
  • Edit Dispositions
  • Convoso Status Definitions

Email Signatures

  • Creating an Email Signature

Email Templates

  • Unsubscribe Clients from Emails
  • Add Email Template with Meta Data
  • Adding a New Email Template

Extensions / Voicemails

  • Setup Voicemail Extensions
  • Managing Voicemail
  • Set Up a Voicemail Box

Global Settings

  • Change the Date and Time Format of the System
  • Configure Force Continue Recording for Global Settings
  • Determine a Lead's Timezone Based on Area Code/State
  • Enable Quick Dispositions and Configure in a Campaign
  • Global Settings for Admin Dashboard
  • In-App System Notifications
See all 9 articles

Inbound Numbers

  • Bulk Export Inbound Numbers
  • Calling an Agent's Extension within Convoso
  • Canceling DIDs
  • Configure Smart Routes for Inbound Calls
  • Convoso ClearCallerID Dashboard
  • Editing Inbound Number Settings
See all 13 articles

Reason Codes

  • Setup Break Time Requests
  • Adding Reason Codes
  • Editing Reason Codes

SMS Templates

  • Link an SMS Template to an SMS Campaign in Workflow Automation
  • Creating an SMS Template
  • Send Test SMS Messages from the SMS Template Page

Users

  • Activate Create Lead Button
  • Add User Custom Fields in User Settings
  • Add/Create a New User
  • Assign a Campaign to Users
  • Assign a New License or Re-Assign a User License
  • Assign a Remote User to a Campaign.
See all 29 articles

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