New User Tutorial (YouTube Series) New User Tutorial (YouTube Series)

New User Tutorial (YouTube Series)

Jason Miani Jason Miani

WELCOME TO KIXIE

Check out this video below for a quick overview of managing your Kixie user account. See the video's description below to skip ahead to parts of the video that are the most relevant to you.

 

CONTENTS

 Here's the Kixe New User Tutorial.

00:00 - Introduction
01:10 - Add Your CRM
01:46 - Personal Voicemail Setup
02:20 - Personal Voicemail History
02:44 - Call Forwarding Setup
03:34 - Call History
03:58 - Dialer Settings
06:54 - Ways to Make a Call
07:46 - CRM Integration
07:51 - Automatic Call Logging
08:07 - Call Outcome, Schedule Activity & Edit
08:56 - Dialer Controls
09:17 - Directory + Direct Transfer
09:41 - SMS Messaging, History, & Templates
10:20 - Voicemail Drop

Headset recommendations? SEE HERE.

Does Kixie integrate with your CRM? SEE HERE.

For other questions, feedback, or feature suggestions, feel free to contact support@kixie.com!