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 to help a manager know common actions that they might take and related articles to give greater detail.
User and Team Management (Adding Users, Permission Groups)
When you have a new rep join your team, they will need to be added to PowerDialer. Sometimes this falls to a PowerDialer admin, and sometimes it is a manager to completes this onboarding task.
PowerStandings – Gamification
Managers can help keep their teams motivated using PowerStandings Challenges and Achievements. Whether it is the PowerDialer admin or manager that sets up teams, managers should know how their team is configured, what KPIs are being tracked, how to launch a leaderboard, and create new challenges, etc.
If your reps are taking inbound calls, you will want to know what Inbound calling looks like for reps and how inbound if configured in the background, even if you are not the one responsible to setup and maintain the call paths.