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Tanel Harak

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Activity overview

Latest activity by Tanel Harak
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    Tanel Harak created an article,

    Disposition Groups

    Disposition groups are an easy way to only assign relevant Dispositions to a Conquer Voice Campaign or group of agents. Disposition groups can be found in Denali Workspace > Voice > Dispositions > ...

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    Tanel Harak created an article,

    Dispositions

    Dispositions can be found in Denali Workspace > Voice > Dispositions. Create Disposition In order to create a new disposition click Create Disposition. You will then see a list of options to confi...

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    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,

    Cadence CSV Bulk Enrollment

    Overview CSV Bulk Enrollment in Workspace allows users to upload records using a CSV file to import Cadence a high volume of records to their org. Each enrollment is done using the permissions of t...

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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...