Howto Add Custom Fields

1. Navigate to side menu and click "Telephony" then select "Lists".

2. Go to the upper right portion then click "Create New List".

3. Type the List Name and Description then click "Submit".

4. From the "List menu", Click on the "Custom Fields" Tab.

5. Check the "MODIFY CUSTOM FIELD" button to add custom fields to your list id.

6. Go to "Create New Field".

7. Input your desired custom field name then hit "Submit".

REMINDER:
  • Labels = Do not use special characters or spaces
  • Name = This field will show on the agents screen and when you are uploading leads.
  • Options = This should be the same with "Labels" and should be in between "--A--" sample "--B--". i.e. --A--company_name--B--
  • Option Position = The direction of custom field that will appear on agent UI
  • Field Size = Text box size that will show on the agent UI
  • Field Max = Max character that you can input on the custom field

8. Confirmation message click "OK".

9. Please repeat steps 6-8 to if you desire to add more custom fields.
FYI! We have created 2 additional custom field examples on this tutorial (Card Number and Reference Number)

10. Click "View Custom Fields" to preview the custom fields that will show on the agent UI.

11. Example custom form page. This will be the format of the fields that will show on the agent UI.

Howto Upload Leads with Custom Fields

1. Navigate to side menu and click "Telephony" then select "Lists".

2. From the "List menu", Click on the "Load Leads" Tab.

3. Upload your lead file with custom fields and make sure to choose the correct "LIST ID".

4. Select the appropriate fields using the drop down menu then click "OK TO PROCESS" button to start uploading your leads.

5. You can now activate your list id and advice your agent to login to the campaign.

Howto view custom fields on agent UI

1. Once the agent gets a "LIVE CALL", they can now click the "Custom Form" botton to view the created custom fields.

2. Custom form and informations will pop-up on the agent UI.