Knowledge base

Dashboard Section (5)

Support articles for the Dashboard section of Ricochet

Dashboard - Master Dashboard (2)

Dashboard - Performance Dashboard - Vendor Tab (7)

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Dashboard - Performance Dashboard - Agent Tab (6)

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Dashboard - Performance Dashboard - Agent Status Tab (2)

Dashboard - Gamification Dashboard (4)

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Lead Management Page Section (5)

Support articles for the Lead Management Page section of Ricochet

Lead Management Page - Add Lead (1)

How to Edit Fields in Add Lead Section

Lead Management Page - Mass Actions (9)

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Lead Management Page - Filters (6)

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Lead Management Page - Field Columns (3)

Lead Management Page - Action Column (5)

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Tasks Dashboard Section (4)

Support articles for the Tasks section of Ricochet

Tasks Dashboard - New Task Button (7)

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Tasks Dashboard - Task Filters (5)

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Tasks Dashboard - Task Columns (4)

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Tasks Dashboard - Actions Column (6)

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Configuration - Company Info Section (1)

Support articles for the Company Info section of Ricochet

Configuration - Company Information (4)

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Configuration - User Settings Section (6)

Support articles for the User Settings section of Ricochet

Configuration - User Settings - Change Password (2)

Configuration - User Settings - Call Tone Settings (2)

Configuration - User Settings - General Settings (5)

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Configuration - User Settings - Perfect Voicemail Settings (3)

Configuration - User Settings - SMTP Credentials (5)

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Configuration - User Settings - IMAP Credentials (5)

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Configuration - Blocked Numbers Section (2)

Support articles for the Blocked Numbers section of Ricochet

Configuration - Blocked Numbers - Block Number button (3)

Configuration - Blocked Numbers - Search (1)

What criteria can I use to search my Blocked Numbers list?

Configuration - Distribution & Tags Section (4)

Support articles for the Distribution & Tags section of Ricochet

Configuration - Distribution & Tags - Distribution tab (4)

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Configuration - Distribution & Tags - Tags tab (3)

Configuration - Distribution & Tags - Create Rule button (3)

Configuration - Distribution & Tags - Create New Tag button (1)

Can I apply the newly created tag to leads in Ricochet?

Configuration - Posts & Webhooks Section (2)

Support articles for the Posts & Webhooks section of Ricochet

Configuration - Posts & Webhooks - Webhooks Main Page (4)

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Configuration - Posts & Webhooks - Edit Webhook section (7)

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Configuration - Event Actions Section (3)

Support articles for the Event Actions section of Ricochet

Configuration - Event Actions - Lead Events Action section (3)

Configuration - Event Actions - Call Events Actions section (3)

Configuration - Event Actions - Text Messaging Events Actions section (3)

Configuration - Transfer Settings Section (1)

Support articles for the Transfer Settings section of Ricochet

Configuration - Transfer Settings section (1)

How do I add a Transfer Group?

Configuration - Script Management Section (1)

Support articles for the Script Management section of Ricochet

Configuration - Script Management - Main Script Management page (4)

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Configuration - Load a List Section (3)

Support articles for the Load a List section of Ricochet

Configuration - Load a List - Initial Load a List page (2)

Configuration - Load a List - Field Mapping page (4)

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Configuration - Load a List - View Import History Report button (6)

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Configuration - Spam Guru (1)

Configuration - Spam Guru (2)

Manage - Agents Section (6)

Support articles for the Agents section of Ricochet

Manage - Agents - Main Agents page (1)

How can I edit an existing Agent?

Manage - Agents - Agent Info section (6)

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Manage - Agents - Custom User Fields section (3)

Manage - Agents - Security section (1)

How can I edit an Agent’s log in password (as an Admin)?

Manage - Agents - States and Permissions section (2)

Manage - Agents - Hooks for Email section (4)

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Manage - Branches Section (4)

Support articles for the Branches section of Ricochet

Manage - Branches - Main Branches page (3)

Manage - Branches - Branch Info section (3)

Manage - Branches - States and Agents section (2)

Manage - Branches - Hooks for Email section (2)

Manage - Teams Section (2)

Support articles for the Teams section of Ricochet

Manage - Teams - Main Teams page (3)

Manage - Teams - Create Team section (4)

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Manage - Vendors Section (3)

Support articles for the Vendors section of Ricochet

Manage - Vendors - Main Vendors page (5)

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Manage - Vendors - Create Vendor section (3)

Manage - Vendors - Create Campaign section (3)

Manage - Dialer Campaigns Section (2)

Support articles for the Dialer Campaigns section of Ricochet

Manage - Dialer Campaigns - Main Dialer Campaigns page (8)

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Manage - Dialer Campaigns - Create Campaign section (6)

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Manage - Team Notification Section (1)

Support articles for the Team Notification section of Ricochet

Manage - Team Notification - Team Notifications page (1)

Who does the Team Notification get sent to?

Reports - Call History Section (1)

Support articles for the Call History section of Ricochet

Reports - Call History - Main Call History reports page (6)

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Reports - Call Queue Section (1)

Support articles for the Call Queue section of Ricochet

Reports - Call Queue - Call Queue Main page (4)

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Reports - Agent Performance Section (1)

Support articles for the Agent Performance section of Ricochet

Reports - Agent Performance Report - Main Agent Performance report page (3)

Reports - Create Scheduled Reports Section (1)

Support articles for the Create Scheduled Reports section of Ricochet

Reports - Create Scheduled Reports - Main Create Scheduled Reports page (4)

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Reports - Chat History Section (1)

Support articles for the Chat History section of Ricochet

Reports - Chat History - Main Chat History page (3)

Lead Details Section (1)

Lead Details - Lead Pop-Up Window (1)

How to Edit Fields on Lead Pop-Up Window

FAQ (1)

General Questions not categorized in any other section of Ricochet

General Questions / FAQ (22)

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Ricochet Workflow - Template (1)

New Ricochet Workflow (4)

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