Outbound Guide Part I

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Guide Part I

Outbound

CONTINUE

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I. The Outbound Chat

Calls in Process

Sorting Queue

Order of Priority

Where to Find them

II. What are Outbounds?

Table ofContents

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CONTINUE

OM Outbound Chat

The Outbound Chat in Output Messenger is where we notify everyone the name of the person we’re calling and the queue it is from. This way there is no confusion or accidently calling the same person at the same time.

HP pls

HP pls

On it

On it

TL

RTA

IS

hp-Jack Black

Intake Specialist

Intake Specialist

Intake Specialist

Team Lead

RTA

02

If you are asked to call any OB please respond or acknowledge in a timely fashion.

01

As an OB trained Specialist/Support member, you must have the chat open AT ALL TIMES

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OM Outbound CHAT

2 rules

(Make Full Screen)

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Billable Task & The Outbound Dashboard

LAWYER & LAW MAN

and possible intake to be completed.

forwarded to LIP as an outbound call to be made

Once the information is provided on the site, it is

Outbound calls refer to inquiries submitted by potential clients through the firm's website, requesting to be contacted about a possible case.

What are Outbounds?

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There are two places where you can find the Outbound Queues. The first is the tab to the left and is RED.

Where to Find Them

Go to calls, then call list and click on the outbound calls tab.

The second:

Click on the “ Alerts ” tab to open a dropdown menu where you can choose Outbounds

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Dialer Contact List

AKA

2. Spanish Leads

5. Special Project Low Priority Leads

4. Special Project High Priority Leads

3. Standard Low Priority Leads

SPLP

SPHP

LP

ES

HP

1. Standard High Priority Leads

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Once we’re on the Outbound Calls Tab, we will always filter the calls by pressing the “LIP Callback Time” with the RED arrow pointing UP.

Sorting The Queue

www.reallygreatsite.com

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Disregard the Green buttons. As long as they are green, you’re good to go. If you accidentally click one and it turns gray, just click on it again to make it Green.

Display States

If a call is Processing, do not click resume. Someone is currently on that call. If you do click it an ALERT message will pop up for you and the other IS.

Processing

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