Finding your way

The menu down the side is how you get everywhere. It’s grouped now — the top two items open straight away, and the rest are folders you click to expand.

• Dashboard — your home screen: today’s numbers and what needs doing.
• Dialer — where you make calls. This is where you’ll spend most of your time.
• Clients — a folder holding All Clients, Opportunities, and Follow-Ups. Follow-Ups is the one you’ll want daily: every callback you’ve promised, organized by day.
• Lists — a folder holding All Lists (the groups of people to call), Search (find any one person, anywhere), Audiences (saved filters you can turn into a new list), and Caller IDs.
• Reports — a folder holding Call Reports (every call, with recordings and transcripts), Analytics (charts), and Call Intelligence (write-ups about the companies you call for).
• Settings — a folder for the setup bits: Scripts, the DNC list, and your account settings.

Tip

Follow-Ups lives under Clients, not under Lists — that catches people out. And there’s a light/dark toggle up in the header if you’d rather work on a dark screen; it remembers your choice.