CallerReady VMDROP Setup Process

Activating Call Recordings for Non-Billable Calls Note: The recording button is available for all ‘not billable’ and ‘disputed calls’ where a recording is available. A recoding link is available in exported reports. 1. Log into your Admin Account (http://app.callerready.com) 2. Navigate to User Management: Global Options->User Manager 3. Scroll to your desired user and click […]

Affiliate Expense Tracking Affiliate Expense Tracking allows you to assign a payable rule and expense amount to each of your affiliate IDs. Affiliate ID expense and tracking reports provide insight into affiliate IDs, leads generated by affiliate IDs as well as conversions and tracking. Setting up Your Affiliate IDs (Add, Assign and Manage) To track […]

Setting up a Call Campaign These instructions provide a basic outline for setting up a call campaign. Establish a Campaign or Source Tracking Phone Number To provision a local or toll-free number – navigate to: Admin Settings->Local Options->Inbound Phones Click the ‘Provision Phone Number’ button. For campaign specific call routing, set a campaign code. Return […]

Accessing your Administrator Account URL: http://app.callerready.com Access Admininstration portal by clicking the ‘Admin Management’ Link (see below) Adding a New Representative Under ‘Location Options’, click ‘Representatives’ Click ‘+Add New Representative’ to add a new rep and complete form Add New Representative Details First Name Last Name Email Address (must be unique across your account) Type […]

Login Screen URL: http://app.callerready.com Changing Settings Click ‘Settings’ to change representative time zone, email settings, phone settings and account settings (password/email). Selecting Your Inbound Phone Select the phone that you’ll be using to receive calls. Launch CallerReady CRM – Launch CallerReady CRM with Softphone – Launch CallerReady CRM without Softphone (if using mobile, work or […]

Setting up a Supplier: Create Supplier Location (Global Options/Location Manager/Add New Location) Set ‘LocationType’ to ‘Supplier’ Create Supplier User (Global Options/User Manager/Add New User) Set ‘Supplier?’’ flag to ‘Yes’’ Select Permissions at the bottom of the page Set Permissions (Global Options/Permission Details/Create New) Select Permission Add Description (not required) Select Vertical (not required) Select Revenue […]

Client Hosted Lead Form Leading into CallerReady Talk Now Widge Invoke this modal sequence from you lead form. Name your button something like “Submit and Talk Now”, ”Call Me Now” or just “Submit” that will then launch the Callerready Conversion enhancement modals. Upon submission of the form, this sequence will keep the user engaged as […]

Overview The CallerReady hold feature provides the ability to place a lead on hold. During this hold time, the lead will hear music. Leads can be placed on hold and brought back into a call or while adding a 3rd party for a warm call transfer. Before you Begin All locations must be three-party conference […]

Overview CallerReady sweepers are used to automate the movement and calls on leads. Two sweepers are provided to CallerReady clients – Location Sweep & Export and Lead Call Sweeper These settings are found in: Global Options->CRM Location Location Sweep & Export Location Sweep & Export settings, located on the 2nd tab in CRM Location, are […]