Onboarding Guide
Go to leaddesk.com
Getting started with Outbound
First steps
Account setup
Admin accounts
Agents' accounts
Which account to choose?
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
Onboarding Guide
Getting started with Outbound
First steps
Account setup
Admin accounts
Agents' accounts
Which account to choose?
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
Getting started with Outbound
An outbound call center setup.
Sponsors and Offices
Do you need sponsors?
Do you need offices?
Phone numbers and mandates
How do I add a phone number to LeadDesk?
Contact lists
Introduction to contact lists
What can a contact card contain?
How should I prepare contact lists to upload?
How do I create a contact list?
Projects
Introduction to Outbound projects
How do I create an outbound project?
What are the Agent and contact list selections in Outbound projects?
What are the Product selections settings for Outbound projects?
What are the Results settings in Outbound projects?
What are the Calling methods settings in Outbound Projects?
What are the Contact settings in Outbound projects?
What are the Optional settings for Outbound projects?
What are the Callback settings for Outbound projects?
What are the Predictive dialer settings for Outbound projects?
What are the B2B settings for Outbound projects?
What is the Meeting calendar option in Outbound projects?
What are the Inbound settings for Outbound projects?
What are the Recording settings in Outbound projects?
See more
Results and Outcomes
Introduction to Results and Outcomes
What are results and outcomes?
How do I manage outcomes in my projects?
How do I create outcomes?
What options are available in outcomes?
See more
Products, Meeting calendars, Manuscripts
How do I create a product?
How do I create a meeting calendar project?
How do I create manuscripts?
The agent experience
Introduction to the Agent experience
Inbound calls
How do we handle inbound calls?
