This article explains how to use call queues in AMS+ to call Sales Records and Individual Records in the right order. Call queues help you stay organized and work efficiently through follow-up lists.
For more on using VoIP features in AMS+, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must be subscribed to the Elevate package.
- Your agency’s AMS+ account must have at least one VoIP phone number. Learn more.
- Your agency’s AMS+ account must have at least one call queue and you must be added as a user or it must be available to all users. Learn more.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
- You need at least one Sales Record or Individual Record in a call queue. Learn more.
- Sales Records must have a valid phone number in the Phone field.
- Individual Records must have a valid phone number in the Home Phone or Cell Phone fields.
- Browser requirement: Click-to-call, call queues, and manual call making only work in Google Chrome, Mozilla Firefox, and Microsoft Edge. We recommend using Google Chrome.
Call records in a queue
- Select the Phone icon in the AMS+ header and choose Call Queues.
- Select the Launch DialQ Dialer button.
- The Phone Dialer will open and automatically begin calling records in the queue.
You can skip a record or exit the Dialer at any time. Exiting the Dialer ends the call process.