This article covers creating, using, editing and deleting calling profiles.
Calling Profiles are optional, but are helpful when you are coordinating with multiple Power Dialer users.
Use the following procedure to add a Calling Profile in Mojo:
The calling profile will now be available for future Power Dialing sessions. Hover your mouse over the profile name on the Data & Dialer screen, and click the green Phone icon to use the profile.
Notes: To edit a profile simply create a new profile and delete the original one.
Use the following procedure to delete a calling profile when it is no longer needed:
Sometimes you will want to share a calling profile, for example, if you are in a multi-agent account and you have users on the account who will call the same data set. To share a calling profile, simply follow these steps:
1. Navigate to the Data & Dialer page.
2. In your list of existing profiles, three vertical dots to the right of the profile name:
3. Select Share and then choose which agents you would like to share the Profile with.
4. You're done!