# NeoDove Onboarding

## NeoDove:

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India’s Best **Telecaling CRM & Dialer** for Small and Medium Businesses.

### **Welcome to NeoDove:**

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Your **CSM** will be available on Call, Mail or WhatsApp throughout your journey, **including** this onboarding, account set-up, integrations (if any), your timely renewal and of course, any daily issues/queries you have. Additionally, you can **connect** with us on:

📞 **Phone:** 9509624545\
✉️ **Email:** <support@neodove.com>

### Get Onboarded in 3 Easy Steps

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1. **Add Agents:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FRoNTfN8UOw7S1T2pOK4S%2FManage%20Users.png?alt=media&#x26;token=8c1024f6-7fb2-45f9-9893-5e5d786d97dc" alt=""><figcaption></figcaption></figure>

* First need to **login** with the admin credentials in (**connect.neodove.com**).
* Then, the first screen which will appear is the **Dashboard**.&#x20;
* Post that need to click on the **Manage Users** at the bottom right corner of the screen.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FNeZXpYWZsEepmxBIbjwp%2FAdd%20User.png?alt=media&#x26;token=995427e5-a6ef-4791-933f-438e306cc81e" alt=""><figcaption></figcaption></figure>

* A new window will appear where the **list of Users** would be visible.&#x20;
* Then need to click on the top right corner of the screen on the **"Add User"** button.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8QaIBEUIEF3FmJUCPCIt%2FNew%20Users.png?alt=media&#x26;token=a4c9beaf-81fc-4360-8bb8-e51534944a5d" alt=""><figcaption></figcaption></figure>

* Post that a **pop up screen** will appear.&#x20;
* There, need to put all the **details** of the user whom we want to add.&#x20;
* After putting all the details, need to click on **"Submit"** to get the user added.&#x20;

2. **Upload Lead Contacts:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2Fy7QRmQ4Zp3MWnQSL1E26%2FContacts.png?alt=media&#x26;token=331ca2e3-0522-4df7-b8ee-a1ae0ed4e0fb" alt=""><figcaption></figcaption></figure>

* After adding the users need to come down to the "**Dashboard**".&#x20;
* Post that need to click on the "**Contacts**" option which is present at the top left corner of the screen.&#x20;

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FIX4sDyL304KHKcpthk6O%2FLead%20Upload.png?alt=media&#x26;token=e4391463-5f80-4641-99f4-1ec8fba069ce" alt=""><figcaption></figcaption></figure>

* A new screen will appear where we need to click on the "**Upload Contacts**" option which is present at the top right corner of the screen.
* After clicking, a **pop up screen** will appear which will ask to **browse the data** from the system which we want to **upload** as leads.&#x20;
* Post selecting the required file, need to **select the campaign** where exactly we want the data to get uploaded.&#x20;
* Then after, need to **map the data columns** with the required fields of the campaign to get the data uploaded with **proper attributes**.

3. **Get Started by Calling:**

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FiLXCgYcoKWnIPOO02a0N%2FData%20Campaign.png?alt=media&#x26;token=99c921d8-9976-4155-9ce1-0c65df197c3f" alt=""><figcaption></figcaption></figure>

* Your File is now **uploaded** with the list of contact details present in the **excel sheet**.&#x20;
* You can now **access** the particular campaign and start calling.
* Check **"Reports"** for detailed data analysis.