Tanel Harak
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Activity overview
Latest activity by Tanel Harak-
Tanel Harak created an article,
Select Flow
Select Flow allows you to launch a Salesforce Flow if there are any that are associated with the particular Cadence or Cadence Step. Select Flow from Cadence Utilities This can be accessed from Cad...
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Tanel Harak created an article,
Auto Skip Touchpoint for Do Not Call and Email Opt Out
Overview This feature provides the ability to automatically skip touchpoints for enrolled Cadence members that have opted out of communication via two different channels: Phone Calls and Emails. ...
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Tanel Harak created an article,
Edit Cadence
View Cadence In order to view a Cadence in read-only mode, click the View button. Edit Cadence In order to edit a Cadence, from the Cadences list in Cadence Management, navigate to the Cadence tha...
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Tanel Harak created an article,
Multiple Skill Groups
Skill-based call routing can account for multiple skills within the same Call Flows node. There are several scenarios to consider when implementing multiple skill assignments: A call with no skill...
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Tanel Harak created an article,
Email Footers
To build Footers for email Templates, navigate to Cadence Management > Email > Footers > Create Footer Here you have the ability to create re-usable Email Footers that can be attached to specific ...
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Tanel Harak created an article,
CSV Importer
You can add Conquer CSV Importer to the Cadence page layout by being on a Cadence page > click the gear button on the top right of the page > click "Edit Page". From there you can find the Conquer ...
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Tanel Harak created an article,
Limit Cadence to Object Type
There is now an option to limit Cadence to object type. You can do this by navigating to the the Cadence Details. In the Assignment & Access Details there is a field called Permitted Objects. There...
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Tanel Harak created an article,
Linking an Unknown Call on Mobile
Navigate to Conquer Mobile in the Menu Bar at the bottom of the screen. Click on the Unknown Caller record. Search for the matching record within the ‘Search for Record’ box. Select the applicable...
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Tanel Harak created an article,
Dispositioning a Call on Mobile
1. Navigate to Conquer Mobile in the Menu Bar at the bottom of the screen. The icons next to calls provide a visual indicator for what type of call it is. i. Arrow pointing down & to the left = i...
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Tanel Harak created an article,
Receiving an Inbound Call on Mobile
When someone calls your personal Conquer DID when you are Mobile Inbound Ready, you will receive a call from 800-928-0392. When you answer that call, you will hear audio of who is calling you (whe...