Table of Contents
Overview
Initially, admins configure the user's settings, but users can also manage their own settings in Users Menu > Settings.
Screenshot of Users setting in User Access account
Assign Default Outbound Line
The user decides the default outbound line to use when making an outbound call.
Use Account Default - Use the account's default outbound line for this user's outbound calls.
Select Manually - Choose a single outgoing line for this user by selecting the line in the Outbound Calling field
Always Ask - Always asks the user what line they want to use before making an outbound call.
Setting Call Recordings
This option allows users to select if calls will be recorded through
Use Account Default - default option for user access based on admin setup in account settings
Always Record - all outbound calls are recorded
Never Record
To review the call recordings, users can check on the call recordings in the Dashboard > Communication Logs section > Start Time > Play Recording
Or, in the Contact activity in Contacts menu > Select contact > click Contact activity
Two Legged Outbound Calls
Enabling this option, the user will assign a secondary number to reach out to contacts.
Voicemail Drop Library
User can customize their voicemails and save them in the voicemail drop library.
It is recommended to use in the Powerdialing session or calling a lot of leads manually, you can use voicemail drop to put a voicemail after the beep without being on the call.
📝 Note - Test your settings by clicking the Test Call tab, and Save your settings once you're done.
