Outbound Guide Part I
Ivan Galeano
Created on September 6, 2024
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Transcript
LiP
Guide Part I
Outbound
CONTINUE
LiP
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
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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?
LiP
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
LiP
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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