OBD

How to Configure Android Telecalling?

1.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 SIGN IN:



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 V1 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 Phone:



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 view the Reports in the Android Telecalling ?

Select TC Report form Telecalling



Now you can see the Report:

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