FAQ (1)
General Questions not categorized in any other section of Ricochet
Dashboard (6)
Support articles for the Dashboard section of Ricochet
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How do I set up / create a Vendor Performance Report?
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How do I change the pricing per lead for each vendor?
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How do I add columns for statuses to my Vendor Performance Report?
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How do I set up / create an Agent Performance Report?
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How do I add columns for statuses to my Agent Performance Report?
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How do I add custom status groups to my Agent Performance Report?
Lead Management (5)
Support articles for the Lead Management Page section of Ricochet
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How do I change the lead owner on leads?
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How do I unassign the lead owner on leads?
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How do I change the vendor name on leads?
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How do I filter my lead management page by a specific List Upload?
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How can I create a saved filter on my lead management page?
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How do I delete a saved filter on my lead management page?
Text Messaging (2)
Support articles for the Text Messaging section of Ricochet
Email Messaging (6)
Support articles for the Email Messaging section of Ricochet
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How can I filter email messages by a specific date?
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How can I filter incoming/outbound email messages by a specific email address or user on the Email Messaging Dashboard?
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How can I see just unread email messages?
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What does the Search box search for on the Inbox page?
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Can I reply to emails from the Inbox page?
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Can I forward emails from the Inbox page?
Tasks (4)
Support articles for the Tasks section of Ricochet
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Can I create a task for just myself and not a lead record?
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Can I add an email to send to others about a task?
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Can I assign a task to someone else?
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Can I search for tasks based on the name on the task?
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Can I filter tasks by due date?
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Can I filter for tasks that are past due?
Configuration (14)
Support articles for the Company Info section of Ricochet
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What is the difference between “Company Name” and “Contact Name” on the Company Info tab?
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What is the phone number used for on the Company Info tab?
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What is the Global Caller ID section used for?
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How can I see just my Inbound IVR phone numbers?
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How can I see all my phone numbers in Ricochet?
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Can I sort phones list by Phone Number?
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How to Set Up Spam Guru in Ricochet360
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How to Enable Spam Guru in Ricochet360
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High Risk Direct Lines, what should I do?
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How can I block an incoming phone call?
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Can I remove a number that was previously blocked?
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Can I call a phone number that is on the Blocked Numbers list?
Management (6)
Support articles for the Management section of Ricochet
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How can I edit an existing Agent?
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How can I update an Agent’s email address?
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What is the “Contact #” used for on the Agent's profile?
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How can I add a new Lead Vendor?
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How can I edit an existing Vendor?
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How can I delete an existing Vendor?
Reports (6)
Support articles for reporting in Ricochet
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How do I find the Carrier Call ID for troubleshooting call issues?
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Why does the Current Status column show different statuses for the same lead in the Call History report?
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How can I see if an Inbound IVR call was answered on the Call History Report?
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How can I view my leads in the Live Q?
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How can I view my leads in the Eve Q?
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How can I see what the calling hours are for my leads that have not been called yet?
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How can I create a scheduled Call History report to be delivered?
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How can I create a scheduled Agent Performance report to be delivered?
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My scheduled email report did not deliver - why?
Ahoy Management (1)
Articles related to Ahoy Management Platform
Billing (1)
Billing Related Topics