Conquer Product
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Queue Position Dashboard
The Queue Position Dashboard displays a list of queues that the agent is a part of, along with their queue position number in those queues. When Inbound Ready is turn on, Agents can use this dashbo...
Creating Custom Step Types
Out of the box, Conquer Cadence has integrations for Call and Email steps. However, it can support any type of step. Custom step types can be used to build automation specific to those steps. Ste...
Add or Edit a Campaign
To create a new campaign, click the Add Campaign button in the top right corner. The Add New Campaign modal will show the configuration options. To edit a campaign, click the Edit icon next to t...
Queues Dashboard Overview
Note: This feature is available upon request. Talk to your Customer Success Manager about enabling this feature for your org. The Queues Dashboard is a queues management tool for tracking the inbou...
Main Campaign Scheduler
Campaign Schedules allow you to assign multiple campaigns to a Campaign Schedule. Utilizing a Campaign Schedule for campaigns gives sales leaders the ability to manage campaigns in one schedule wit...
Conquer API token removal
On the occasion a Conquer API token may need to be removed in Salesforce if a user needs to reauthorize Conquer Cadence but are having difficulty doing so. This can be accomplished using the follow...
Create a Callback Task
In addition to creating a follow-up task, you can also create a Callback Task as a reminder to call a record back at a certain date and time. Note: this functionality is enabled by Conquer Developm...
Authenticating Workspace for Voice and Cadence
The Conquer Workspace platform is used to manage Conver Voice features as well as Cadences created in the Cadence Builder in Cadence Management. To navigate to Denali Workspace, search for Denali...
Welcome to Conquer Voice!
Conquer Voice Conquer Voice is native to both Microsoft and Salesforce CRM, and connects with any dial tone provider to enable single-click calling and voicemail drop exactly how you want it – desk...
Cadence Objects Reference
Below is a listing of the Salesforce Objects that are utilized as a part of our Cadence Product. Click on the object to see the associated fields. Account, Contact, Lead, Opportunity These are th...