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System Configuration (Working Copy)

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S: Pacific Union - System Configuration

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FC: Pacific Union System Configuration

1: Table of Contents

2: Http://portal.solusone.com | LOGIN INSTRUCTION

3: UserName: chev PassWord: Shiloh1 Company Name: Pacific Union Client Domain: CAN-BMC

4: SCROLL DOWN TO THE DOWNLOAD LINK | DOWNLOAD BOTH ICONS AND SAVE TO DESKTOP

6: a | ICON SHOULD APPEAR LIKE THIS ON YOUR DESKTOP

7: ICON SHOULD APPEAR LIKE THIS ON YOUR DESKTOP

8: Configuring the XLITE SOFTWARE Click on the arrow

10: Configuring the Domain

11: 1.UserName:SoftBMCX3 2.PassWord:SoftBMCX3 3 Authorization UserName: SoftBMCX3 4.Domain: 69.199.45.43 5.Please click the Register with Domain box and receive incoming calls box 6.Send Inbound VIA: Click DOMAIN 7.Please press APPLY first. 8.Please press Ok next. | The infomration must be correctly entered.

12: Click the enabled button shown in the picture below then closed, to complete the configuration of the Xlite Software

13: YOUR XLITE SOFTWARE WILL NOW SAY!

14: Confiruration of the SOLUS ONE SOFTWARE | Your Username is your FIRST NAME Your Password is your LAST NAME with the # 1 added | Please follow the instruction as laid out in the picture

16: Follow the prompt to active your system

17: Follow the prompt to active your system

18: 1. Click on Call Station shown here in YELLOW! | 2. CLICK on "NOT READY" to populated screen

19: 3. Click on Predictive highlighted in BLUE, then click apply

20: Highlight Predictive Agent, then click on Apply will change your application Status from: | NOT READY - TAKING CALLS

22: KNOWING YOUR "ICONS" | DISPOSITIONING

23: 1.Calling Evening 2.MIX - 3.Ans Machine - 4.Do Not Call - 5. Disposition - | - Call is reschedule for the eveving Not Interest, Wrong Number, Fax Machine Not Interest, Wrong Number, Fax Machine Remove from Campaign or Domain Only one applicble "SALE"

24: MAKING A MANUAL CALL | 1. Call must first be dispositioned | 2. Click on "TAKING CALL" to change the status to: "NOT READY" | 3. Clicking on "NOT READY again will trigger the INFO screen select "MANUAL then "APPLY" | 4. By clicking on the " MANUAL DIAL ICON" 2 default feature will appear. | CONTINUE!!!!

26: Default Manual Button | 1. Change the Country call destination 2. Enter telephone number... #1 is not required before the Area code.

27: RETURN TO TAKING CALL STATUS | RETURNING TO"TAKING CALLS" STATUS | 1. Disposition Manual Call - then click on "TAKING CALLS" changing status to "NOT READY

28: EXECUTING A LIVE TRANSFER CALL | 1. Click on 3rd Party Transfer icon located under the Call Station Field. | 2. The application below will be initiated, click on Customer Transfer highlighted in blue then click apply

29: STEP 1 STEP 2. STEP 3. | - Dial bank’s number, a licensed banker will identify him/herself, then give him/her the borrower’s criteria - Click on Complete Transfer, 3rd party transfer changes to complete transfer, once the call to the bank has been initiated this will conference both borrower & Banker Make introduction, then leave call, both borrower and client will remain talking, disposition call as “SALE”

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  • By: Chevon B.
  • Joined: over 5 years ago
  • Published Mixbooks: 0
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About This Mixbook

  • Title: System Configuration (Working Copy)
  • Tags: None
  • Started: over 5 years ago
  • Updated: almost 5 years ago

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