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: 184.108.40.206 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”