Welcome to the Setup Wizard. This will walk you through entering in all of the required information that we need to get your call center software setup and configured per your requirements. This wizard will allow you to enter in your company information, view our system requirements, Enter Campaign Info, Add your Agent names and permissions, Enter Call Result Codes and Recall Times and upload your initial dialing/calling lists and Script. Please note that you must complete all of the steps in order for any information to be sent to our engineers. If you have additional specific instructions please email them to us at support@dialresults.com.
Pre Installation Requirements: Before we begin the implementation of software it is crucial to ensure that your site or home agent's locations meet the minimum requirements of our software. Supervisor and Agent Station Minimum System Requirements: Please consult your Systems Administrator to ensure your PCs meet the followingminimum system requirements:
Data List Upload Please provide your data lists in *.csv format and ensure they contain a header row. Please also only send fields that you would like to be displayed to your agents as we will import all records and columns unless you specify not to. Lists must also be pre-scrubbed against any applicable DNC lists. If your data is complicated please include a document to explain field structure. In the future it will be easier for you to load data as we will have a profile for you and can import the data quickly.
Scripting Please provide us an electronic version of the script that you will be using for your agents. This should include all the verbal text and outline any data you wish the agents to collect while they are on the phone with the customer. Please limit the script to one page for trial purposes.