About this tab
This page walks you from an empty account to a Campaign that Agents can dial. You set up numbers, a Campaign, and a List before Agents log in.
Who can access it
All roles: Agent, Admin, Super Admin, Account Owner, System Admin. The setup steps themselves need Admin or above; buying numbers needs Account Owner, Super Admin, or System Admin.
Step by step
- Open [APP_URL] in your browser.
- Log in with your DialPro account.
- Buy or import DIDs in the DIDs tab.
- Create a Campaign in the Campaigns tab.
- Import a List into that Campaign in Lists & Import.
- Assign DID groups to the Campaign.
- Create users in License Usage.
- Assign Agents to the Campaign with the Assigned Agents picker.
- Ask an Agent to log in and set their status to Ready.
Fields explained
- Agent: Works in the Softphone Dialer, handles calls, and saves dispositions.
- Admin: The team leader. Manages Campaigns, Lists, DIDs, Scripts, and reports, but has no Billing, DNC, or Floor Map tab.
- Account Owner: The client's owner or manager. Everything an Admin can do, plus Billing, DNC, and buying or importing numbers.
- Super Admin: The Account Owner's assistant, with the same tabs and powers as the Account Owner.
- System Admin: DialPro's own administrator, with every tab and the System Admin-only controls.
- DID: A caller ID phone number; Campaigns need active assigned DIDs to dial.
- Campaign: Where the Dial Mode, seller details, Lists, DID groups, and Agents come together.