Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can check your account's subscription package on the Subscription page.
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.