It is now possible to Call Barge in TLDialer. This feature requires your user to have a TLDialer Webphone configured. It can be done from any Browser and operating system except for iOS Currently, as the WebRTC Connection does not seem to be working. We will try to resolve this issue so you could use […]
Our Integrated Vici solution is ready to go live, and is available for Beta testing to any of our users using our Vici solution. It should be seamless and require no setup on your end, just shoot us an email if you would like to try it out. TLDCRM can now control VICIDIAL instances that […]
This is a Major Patch. Every part of the system is affected. We have done tons of internal testing but please keep an eye out for any strange behavior. The patch will go live Thursday 7/27/2017 There may be additional changes added in these patch notes after this initial post. Please check Tuesday for changes. […]
Tonight we performed a server migration for our application platforms as well as our phone system. As a safety practice all users have been logged out from all instances of their accounts for security purposes. You will need to relogin. We hope you are happy with the new updates as we have tested the system […]
Commissions Received This is a new feature that has been a long time coming. This is part 1 of 3 parts regarding commissions. The parts are: Commissions Received from Carriers Commissions Paid to Agents Commissions Estimation from Carriers (Hardest part) Today we launched our first rendition of the Commissions Received module in manual mode. The […]
User Abilities There is now a section on the User Permissions called “Abilities” which is split from roles. Abilities allow for fine grained permission in the system. “Verify” allows an agent to self Verify and Submit policies. This does not allow them to cancel them. “Cancel” allows and agent to Cancel policies. It does not allow […]
Sell your live transfers through TLDCRM! We make integration between your lead sources and clients easy and transparent, from our relay system to our reports, tracking charges, expenses, and costs has never been easier. We’re here to let you focus on selling your leads in real time as they come in, or as live transfers with […]
As of today, we now offer the following new features for our phone system: Auto-recording (on agent pick-up) of calls to queues (hunt/ring groups). Caller ID passthrough for our relatively new Attended Transfer functionality, this is particularly helpful for warm transfers from your office to a buyer. Submit a support ticket or give us a […]
Relays are now live. Dialer integration have completely changed in form and functions in terms of how data gets from TLD to Dialers (Genesis). It is now possible to send a lead from TLD to multiple dialer posts or other dialer vendors. This allows you to resell your leads should you choose to in real […]
Mailer Interface Campaigns Mailer campaigns allow you to pair a Mail Template (From the Templates Section) as well as add a subject, filter criteria for Lead or Policy, and the age of the lead at which you want to send an e-mail. Emails are sent once per hour on the hour and filter age criteria […]
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