The CTI User List is a critical document used to kickoff the implementation and used for Conquer setup, configuration, and ongoing support.
- The CTI User List will be used to set up the initial Conquer users.
- This list should include all individuals requiring access to Conquer.
|Data Required||Description||Sample Field Format|
Name of user.
**Best practice is to ensure the name provided matches the name of the user in all other system & tools for consistency.
First Name Last Name
User work email address
Role within the organization
|Inside Sales Rep|
Department or Team of the user
Name of the respective users direct manager
|First Name Last Name|
Users CRM ID
Profile in respective CRM
Role in respective CRM
Senior-level team member or high performer who is able to represent his/ her department and/or group on weekly project check-ins.
**Shares feedback from team or group to Conquer, as well as helps disseminate Conquer training and feedback back to his/her team or group.**
|Office Location (City)||
City Agent is representing or works in.
|Salt Lake City|
|Area Code (Regional ID)||
Desired area code or Regional ID which will be displayed when performing outbound calls.
**Please work with your Implementation Consultant confirm availability.**
|Existing Phone Number||
Agent's current direct line