NeoDove Onboarding

Let us understand the basic steps of onboarding in NeoDove

NeoDove:


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

Welcome to NeoDove:


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:

Get Onboarded in 3 Easy Steps


  1. Add Agents:

  • First need to login with the admin credentials in (connect.neodove.com).

  • Then, the first screen which will appear is the Dashboard.

  • Post that need to click on the Manage Users at the bottom right corner of the screen.

  • A new window will appear where the list of Users would be visible.

  • Then need to click on the top right corner of the screen on the "Add User" button.

  • Post that a pop up screen will appear.

  • There, need to put all the details of the user whom we want to add.

  • After putting all the details, need to click on "Submit" to get the user added.

  1. Upload Lead Contacts:

  • After adding the users need to come down to the "Dashboard".

  • Post that need to click on the "Contacts" option which is present at the top left corner of the screen.

  • 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.

  • Post selecting the required file, need to select the campaign where exactly we want the data to get uploaded.

  • Then after, need to map the data columns with the required fields of the campaign to get the data uploaded with proper attributes.

  1. Get Started by Calling:

  • Your File is now uploaded with the list of contact details present in the excel sheet.

  • You can now access the particular campaign and start calling.

  • Check "Reports" for detailed data analysis.

Last updated