Dolphin Cloud Knowledge Base

Campaigns

• How to Create a Campaign
• Dolphin Master Dial Settings
• How to Change Caller ID

List Settings

• How to Import Leads into a List
• How to Add a List to a Campaign
• How to Reset a List
• How to Clear a List
• How to Move Leads to a Different List

Email Settings

• How to Update Email Settings
• How to Create an Email Template
• Email Template – Insert Variables

Admin Tab Settings

• Custom Fields
• How to Create a New Script
• How to White List an IP
• How to Change User Passwords

Voicemail & Audio

• How to Create a New PAM Recording
• How to Setup the PAM Voicemail Drops
• How to Upload an Audio File

Reports

• How to Pull an Outbound Calling Report
• CDR Report

• Agent Report

  • Agent My Stats Report

Dialing Settings

• Dialing Dashboard Overview
• How to Manual Dial
• How to Setup a Quick Transfer
• How to Change the Dial Mode
• How to Make Calls with the Dolphin Cloud Power Dialer
• How to Setup Auto Alt Dialing

Leads and Contacts

• How to Convert a Lead to a Contact
• How to Delete a Lead
• How to Add a Single Lead

System Requirements

• Dolphin Cloud Supported Browser's

Troubleshooting

• Dolphin Clould Troubleshooting
• Protecting Your Caller ID From Getting Flagged as "Spam Risk" 
• Audio Troubleshooting