by jaredsimpson@looselycanon.com | Aug 14, 2023 | Uncategorized
Group Management Call lists have a certain level of visibility. Either you see only the contacts you own in Salesforce or the list is based on a group. If it is based on a group, you need to be a part of the group to see the contacts. We’ll show you have to...
by jaredsimpson@looselycanon.com | Aug 14, 2023 | Uncategorized
Create, Assign and Use We’ll show you how to buy a phone, assign it to your users, then select that phone in the...
by jaredsimpson@looselycanon.com | Aug 13, 2023 | Uncategorized
Understanding Dispositions Dispositions are the result of a call. Canon Connect comes preloaded with 3 basic dispositions, but you can add as many as your process requires. It is important to understand how dispositions can affect the power dialer based on the...
by jaredsimpson@looselycanon.com | Aug 13, 2023 | Uncategorized
Leverage Salesforce Call lists allow you to build a list of people to call based on reporting filters. This makes it easy to target the right people, at the right time, with the best offer. Your team will stop looking for who to contact and how to find them in...
by jaredsimpson@looselycanon.com | Aug 13, 2023 | Uncategorized
Learning about the Dialer The dialer focuses on communication with one person at a time. Follow along in this video guide. Scroll down for the guide on the power dialer. Next Steps Now we’ll dive into the Power Dialer. The power dialer contains Call Lists and a...
by jaredsimpson@looselycanon.com | Apr 25, 2023 | Uncategorized
The Salesforce Phone Integration is a manageable setup for anyone following this guide. We’re happy to help or complete the setup entirely for you as well. Once setup, new Leads & contacts will start to sync to Connect. Existing leads and contacts will sync when...