Help      shim1-800-620-5877YesTrak Call Center Outsourcing

Help      shim1-800-620-5877YesTrak Call Center Outsourcing

 

Moving around the Feed Page & more

 

Navigating the Feed Page:
After logging into the account you’ll see a page similar to the screen shot below. Let’s walk through each area:

A.  Activity Feed: Chronological feed of activity in the account. Anything from “adding a script” to a “call received” or an “appointment booked” can be viewed at a glance.

B.  Navigation Bar: Click on the navigation tabs at the top of the page to access calendars, contacts, recordings and calls.

C.  Settings Tab: View and change account settings under the gear icon: Businesses, Scripts, Calendars, Contacts, Recordings, Menus, Voicemail, Users & Billing.

D.  Blog Feed: Recent blog entries from YesTrak.

yt-feed

 

More Tutorials:

How to configure your account notifications

How to configure your account notifications

. Configuring your account notifications are done in Step 4 of 4 on any "Script" you create. Because...

Building a Script occurs in 4 easy steps

Building a Script occurs in 4 easy steps

Building a script occurs in 4 easy steps. Customize your script following the steps below....

How to set-up a Business for your script

How to set-up a Business for your script

Before we build a Script, we need to let the YesTrak Agent know which business they will be acceptin...

Moving around the Feed Page & more

Moving around the Feed Page & more

Upon logging into your account, you'll be greeted with the Feed Page. This tutorial highlights featu...

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Personal Help:

We understand sometimes you need a little hand-holding. We'd love to get you on the right track.
E: bill@yestrak.com
T: (646) 421-6108

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Copyright © 2015 YesTrak. All rights reserved.

We'll send you weekly tips on phone handling. Unsubscribe any time.