Monitoring Calls How can I monitor agent phone calls with PowerDialer? Monitor Calls Link The InsideSales.com Monitoring tool can be launched from the InsideSales tab in Salesforce. This tool is designed for admins and managers, and should therefore be restricted using the InsideSales Permission Groups. Available Monitoring Actions Within the Monitor Calls window, there...
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PowerDialer Call Recordings Call Recording Setup and Use in PowerDialer for Salesforce (PDSF) Call Recordings are a great tool for training, quality assurance or legal purposes. Whatever your need, this guide will show you how to enable and access call recordings in the PowerDialer. Required First Steps Before we get...
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Managing InsideSales PowerDialer Users This article covers how to update and add users and layouts within the InsideSales system. Manage Users Admins and managers for the InsideSales system are tasked to manage and handle users. This article gives insights and instructions on how to manage those users through actions such...
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User Permission Groups Understanding and Managing Permission Groups Manage Permission Groups Permission Groups are used to control the features available to PowerDialer users and managers in Salesforce. Where to Find Permission Groups and Permission Options To find your PowerDialer permission groups: Click on the InsideSales tab within Salesforce Under the...
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Getting Started Guide – PowerDialer for Managers What does a new Manager need to know about PowerDialer? How can a new manager help administer PowerDialer for their team? A manager might be asked to fill different roles within their organization and using PowerDialer. This article is a quick reference guide...
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PowerStandings: Challenges & Achievements (User) How to win more points with PowerStandings Challenges and Achievements in PowerDialer. Challenges PowerStandings Challenges are time-based competitions issued by a manager or admin that give you a chance to win bonus PowerStandings points based on your metrics. Active Challenges If you have an active...
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PowerStandings for PowerDialer: Personal Widget How to install and customize the Personal Widget sidebar for PowerStandings I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Stay Focused The Personal Widget...
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Team Setup How to Setup a Team in PowerStandings to take advantage of Challenges and Leaderboards. PowerStandings Teams allow reps to be meaningfully grouped together for comparisons and competitions. Teams improve manager visibility, while also providing reps with a better insight into their performance – both on their own performance,...
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Setup for Lightning Experience How to enable the Personal Sidebar widget in Lightning Direct Access in Salesforce Lightning The PowerStandings Sidebar widget can now be accessed directly from within Salesforce Lightning interface with versions of PowerDialer 6.51.7 and higher. Add PowerStandings to the Lightning Interface In Salesforce Lightning, go to...
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Inbound Call Record Lookup Understanding the Record Lookup feature of Inbound calls, viewing Possible Duplicates, and relating the Inbound Call to an existing record. When an inbound call comes into the PowerDialer and is presented to a user, the PowerDialer will look at the incoming Caller ID to determine if...
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