Activate Newly created Trunk by setting Active = Y and click Submit
How To Load Leads
1. If this is the first time you will load leads, you need to create a List first, go to Lists > Add a New List and make sure you select the campaign you will use, for this guide you can use the default campaign TESTCAMP
See below for a sample .csv format list/leads file:
2. Go to Lists > Load New Leads > Browse the list file in .csv format > type the Listid you created in the List ID Override > type 1 in the Phone Code Override if you are calling US numbers > Select Custom Layout > Submit
3. Select the appropriate fields via the drop down menu then click OK TO PROCESS
If the loading of leads is successful you will see something similar to this:
Go to Campaigns > TESTCAMP
You can see that the leads are successfully loaded and there are currently 5 leads in the dial hopper.
If the dial hopper is not being populated try to set the Local Call Time to 24hours:
Campaigns > TESTCAMP > Detail view> Set the Local Call Time to 24 Hours > Submit
Below is a link for 2 of the most popular freely downloadable softphones, for this guide we can use the following SIP account:
Phone Login: 8001
Phone Password: goautodial
User Login: agent001
User Password: goautodial
After clicking on SUBMIT your phone/extension will ring, ANSWER the call and you will hear “You are currently the only person in this conference” DO NOT HANG UP.
3. If the campaign is configured as Manual/Preview dialing you will see the agent screen below, Click DIAL NEXT NUMBER > DIAL LEAD , If the campaign is configured for Predictive Dialing Mode just click the RESUME button to start receiving calls.
If the call is successful you will see the LIVE CALL indicator turn to GREEN, If you are in Predictive Dialing Mode you will hear a short beep sound every time a call comes in.