NeoDove Onboarding

Let us understand the basic steps of onboarding in NeoDove

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:

Level	Who?	When?	Call/WhatsApp	Email
2	Support Team	Need quick support? Reach out to NeoDove Support (Delight) Team	9251647381	[e-mail]
3	CS Lead	For any 'I need to talk to your manager' situations	9251647357	[e-mail]
4	CEO's Office	Need to escalate something at the highest level? Drop us a mail!		[e-mail]

Get Onboarded in 3 Easy Steps

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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.