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Onboarding Guide
  • Go to leaddesk.com
Agents - Outbound
  • First steps
  • Account setup
    • Admin accounts
    • Agents' accounts
    • Which account to choose?
    • Technical
  • Getting started with Outbound
    • Sponsors and Offices
    • Phone numbers and mandates
    • Contact lists
    • Projects
    • Results and Outcomes
    • Products, Meeting calendars, Manuscripts
    • The agent experience
    • Inbound calls
  • Getting started with Omni
    • Core concepts
    • Contact lists in Omni
    • Creating Omni projects
    • Agents and skills
    • Inbound email
    • Inbound calls
    • Flows
    • Webchat
    • Chatbot
    • Inbound SMS
    • Facebook messenger
    • Templates and canned messages
    • Conversations, Categories and Note Categories
  • The LeadDesk ecosystem
    • User interfaces
    • The LeadApp Store
    • LeadDesk Flows
  • Analytics and AI
    • Reports
    • Stagelight
    • AI Tools
  • Admin recap
  • Agents - Outbound
  • Agents - Omni
    • About Omni
    • Calls in Omni
    • Email in Omni
    • Callbacks, History and Searching
    • Conversations and categories
    • Mobile interface
      Back to home
      1. Onboarding Guide
      2. Agents - Outbound
      • First steps
      • Account setup
        • Admin accounts
        • Agents' accounts
        • Which account to choose?
        • Technical
      • Getting started with Outbound
        • Sponsors and Offices
        • Phone numbers and mandates
        • Contact lists
        • Projects
        • Results and Outcomes
        • Products, Meeting calendars, Manuscripts
        • The agent experience
        • Inbound calls
      • Getting started with Omni
        • Core concepts
        • Contact lists in Omni
        • Creating Omni projects
        • Agents and skills
        • Inbound email
        • Inbound calls
        • Flows
        • Webchat
        • Chatbot
        • Inbound SMS
        • Facebook messenger
        • Templates and canned messages
        • Conversations, Categories and Note Categories
      • The LeadDesk ecosystem
        • User interfaces
        • The LeadApp Store
        • LeadDesk Flows
      • Analytics and AI
        • Reports
        • Stagelight
        • AI Tools
      • Admin recap
      • Agents - Outbound
      • Agents - Omni
        • About Omni
        • Calls in Omni
        • Email in Omni
        • Callbacks, History and Searching
        • Conversations and categories
        • Mobile interface

      Agents - Outbound

      Onboarding for Agents using the Outbound Agent UI.
      • What methods can I use to call a contact?
      • How do I create an order?
      • How do I use a manuscript on a call?
      • How do I schedule a time to call back a contact?
      • How do I call, edit or delete callbacks?
      • What options do I have in the call dialog?
      • How can I view and update existing orders?
      • Can I review my call history?
      • How do I record my away time?
      • How do I see messages from Admins?
      • Go to leaddesk.com