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Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you will find the Manager option. Upon selecting it, a menu with various options will be displayed. In the menu that has opened, you must locate the Telephony secti...

There are two ways to edit a campaign. One is by clicking on the campaign name, which is highlighted in blue. The other is by selecting the Edit option under the Action section.

Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you will find the Manager option. Upon selecting it, a menu with various options will be displayed. In the menu that has opened, you must locate the Telephony secti...

To delete a campaign, you only need to select the Action menu and choose the Delete option.

To transfer a call, the first requirement is to be on an active call. Then, in the upper right section—above the pause or resume call option—you will see two buttons: one with a dollar symbol and another with a handshake icon. To proceed with the transfer, you...

To pause or resume a campaign, it is important to note that On indicates the campaign is active (unpaused), while Off indicates it is paused.

Go to edit the campaign and locate the option called Active, where you will have the choice between On and Off.

Within the side options bar, you will need to select the User Manager option. Within the Users section, you will find several components that describe a user: Portfoliod Manual Queue Selection Profiles Options (Edit user & Deactivate User) Access Lev...

In the upper-right corner, you will see a plus (+) icon. Click it to open a pop-up window where you can create a new user. User ID: A unique number that identifies the user. Full Name: The user’s full name. Profile: The profile that will be assigned to th...

You will notice that the selected user has a gear-shaped icon; this is the option used to edit the user. Once here, you will have a variety of options available to make any adjustments or modifications you may require for the user.

To delete or disable a user, you only need to click the Disable User button.

To assign a campaign, you will need to select a profile, and the user will automatically have access to all campaigns.

A campaign is a structured set of communication activities within the system, created with a specific purpose in mind. This purpose may include sales, collections, customer support, or surveys. Each campaign brings together key elements such as contact lists ...

This section explains how leads are selected from the pool and loaded into the lead hopper. Leads are first filtered according to their statuses and then sorted based on the selected criteria. List Order The List Order menu determines the primary order in wh...

This section defines when the campaign is allowed to run, ensuring that calls are made only within the configured time frames. Campaign Start/End DatesDefines the period during which the campaign will be active. Outside of these dates, no calls will be ex...

This section defines how agents are linked to campaigns and how their participation is managed within the system. Assigned Agent GroupsAgents are organized into groups that are assigned to specific campaigns, allowing for structured distribution of workload...

This section defines what agents see and interact with during calls, ensuring they have the necessary tools and information to handle each interaction effectively. Call ScriptsProvide predefined guidelines or dialogues that help agents communicate consisten...

This section defines what happens once a call is answered, ensuring that it is properly managed and directed within the system. Routing to AgentsDetermines how calls are assigned to available agents, ensuring efficient distribution based on availability or ...

This section ensures that campaign operations follow legal and regulatory requirements, helping maintain compliance and protect both the company and customers. Abandon Rate LimitsSets the maximum allowed percentage of abandoned calls, ensuring compliance wi...

This section defines how the campaign interacts with external systems, enabling data synchronization and automated processes. CRM UpdatesAllows the system to send and update customer information in the CRM, ensuring that all interactions are properly record...