Videos

Call Management
Assigning Calls Prioritising, Cancelling and Restoring Calls
Mon, 20 May, 2024 at 12:17 PM
Contact Board
Click here for an interactive walk-through of the Contact Board List View and Column Picker Chapters 0:00 - 1. Picking Your Columns  ...
Thu, 14 Nov, 2024 at 1:38 PM
Dashboards
Dashboard Filtering Chapters 0:00 - Navigating to the Dashboards  0:12 - Applying Filters From The Toolbar  2:01 - Yellow Triangle Warning  2:2...
Mon, 20 May, 2024 at 12:16 PM
Engagement Builder
This is a fairly speedy overview of the Engagement Builder. Hopefully it is useful and makes sense.  By the way, please ignore the last minute or so where I...
Tue, 6 Dec, 2022 at 4:39 PM
RADAA (Risk Assessment Dynamic Analytics Algorithm)
Overview This video explains the basics of the RADAA module of Pulse.   There are all sorts of details that you will need to work through with Lu...
Tue, 6 Dec, 2022 at 2:44 PM
The 'Old' Contact Board
Contact Board Basics Actioning Outgoing Call Cards Incoming Phone Calls and Face to Face Meetings
Mon, 20 May, 2024 at 12:17 PM