Support Forums/Announcements

10.6.1 Release Notes - December 28, 2010

Leads360 Support December 28, 2010

Leads360 10.6.1 Release Notes

10.6.1, the last release of 20101 brings with it the release of two new features and two enhancements for Dial-IQ; the Leads360 Dialer product. The new features are Speed Dial and Intelli-Dial and the products receiving enhancements are Shotgun Connect and push button recorded voicemail. We have also added the ability to leave a pre-recorded voice message for leads by pressing a button.

There have also been several bug fixes.

 

Contents 

Dial-IQ Name Changes. 2 

Dial-IQ PowerPlus. 2 

Speed Dial 2 

Intelli-Dial 3 

Dial-IQ Shotgun Connect Notification Method Enhancement. 4 

Dial-IQ Message Recording. 4 

Bug Fixes. 4 


 

Dial-IQ Name Changes

Several Dial-IQ features have been renamed. This only affects Dial-IQ beta clients. Beta clients may know certain features by different names. What are now known as “Speed Dial” and “Intelli-Dial” were both known as “Call Queues” in the beta version of the dialer product. And “Shotgun Connect” was known as “Call then Distribute.” Additionally, the setting on the My Settings page known as “Dialer Phone” is now known as “Dial-IQ Phone” and “Auto-Connect” is now known as “Scheduled Dial”

 

Dial-IQ PowerPlus 

There are two new features being launched as part of the Dial-IQ product.

·         Speed Dial

·         Intelli-Dial

Speed Dial

Speed dial enables you to create a queue of leads that you call one after another. The first step in using Speed Dial is to decide which leads you want to call. Filter and sort leads on the View Leads page or manage leads returned from a report. Whatever method you use to load the leads you want to call, the method of creating your Speed Dial Call Queue is the same. On the view leads page, click the check boxes in the selection column of all the leads you want to call. Or click Select All in the Lead Control Menu.

view-leads-page-lead-control-menu-check-all.png

When the leads are selected, expand the lead control menu and click Create Queue.

 

view-leads-page-lead-control-menu-create-call-queue.png

 


 

The Call Queue will load. This page looks similar to the view leads page in Prioritized view, without Filters and Sorting. It also has a Clear Call Queue button. Click this button when you have finished calling from this queue and the View Leads page will reload.

view-leads-page-call-queue.png

To place a call, click a phone number associated with any lead in the queue.

When you click the number the Dial-IQ Action Window will expand at the bottom of the page and your phone will ring.

dialer-action-window-connecting.png

Intelli-Dial

Intelli-Dial is like Speed Dial except it leverages the Leads360 Lead Prioritization feature. Instead of selecting the leads you want to call on the View Leads page in normal view, load the View Leads page in it’s prioritized view and create your call queue from there. Leads are re-prioritized in real time, so clicking the Call Next Lead button will call the highest priority lead.


 

Dial-IQ Shotgun Connect Notification Method Enhancement

It is now possible to select either On-Screen Notifications or Phone Notifications for users receiving leads through Shotgun Connect distribution programs.

shotgun-connect-distribution-method-pulldown-expanded.png 

Dial-IQ Message Recording

Click the Record button on the Message Recording setting on the My Settings page to record a voicemail that you can leave for leads by pressing a button on the Dial-IQ Action Window. In order for this button to appear on the Dial-IQ Action Window two conditions must be met. 1) The setting must be enabled at the client level. 2) The user must have recorded a voicemail.

Bug Fixes

The following bugs were fixed as part of the 10.6.1 deployment.

The Mange Users page now updates automatically when a user is deleted.

Some Dial-IQ users were encountering errors when clicking the Call Next Lead button. This has been fixed.

Users adding Calendar Events based on time zone, were seeing the calendar events triggered by the “Client Time Zone”, instead of the “User Time Zone.” This has been fixed.

When Group Managers were updating the receive leads settings of their users on the Manage Users page, their changes were not taking effect until the Manager logged off. This has been fixed.

Formatting issues in Lead Phone extension have been corrected.

Formatting issues in Phone Number field tag have been corrected.

The Dialer User Activity Summary report when viewed by Managers in certain conditions, was displaying User Activity data for all users, not only users in the Managers group. This has been fixed.