How to Create a List
Select Lists from Contacts:
Click on Create List:
Select New and browse the contacts list which are in .CSV format into CSV File:
After browsing the file enter the List Name, select the Name,Mobile,Email,Mobile2:
Click on Upload:
records uploaded successfully:
How to add Contacts to an existing List ?
Select Lists from Contacts:
Click on Create List:
Select Existing,List Name, browse the contacts in CSV File
Click on Upload:
List data added successfully:
3.How to create a user ?
Select User Settings-User List from Settings:
Click on Add New:
Enter the Name, User Email,Phone number,Password,Description, select Modules ,Enable:
Click on save:
user added successfully:
How to Login user ?
To Login user first we have to verify mail id and mobile number
First Login to the portal https://salesquared.io enter User ID and Password:
Click on Login:
A verification mail will be sent to your email click on link to Verify:
Email verified successfully.
Now Login to salesquared app with user id and password:
Click on Login:
For new user Login verify mobile number through OTP:
Click on Verify:
user verified successfully.
How to assign list to the users ?
Select Telecalling -Campaign from Marketing:
Click on Create Campaign:
Enter Campaign Name, select List,Assign To,Count:
Click on Assign:
Campaign Assigned successfully.
7.How to do Telecalling ?
Login to Salesquared app through User Id and Password:
Click on Login:
Select Telecalling:
Click on Campaign Test:
Click on Pending:
Click on Cloud:
If Answered
Click on Answered:
Select call description, select Add To Lead if want, enter note if required:
You can send message to the caller by clicking on Send SMS,Send Email,Send Whatsapp:
Click on Save:
Updated successfully:
if Not Answered.
Select Not Answered:
Select call description, enter note if need:
you can send message to the callers by clicking on Send SMS,Send Email,Send Whatsapp:
Click on Save:
Update successfully:
How to listen the audio recordings in the Cloud Calling ?
Select TC Campaign Report form Telecalling
Click on the + icon:
Click on the play button to listen the recorded audio if answered:
