Creating Custom Tags in Engage
Within Engage, you have the ability to create custom tags for all of your Calls, Conversations, and Voicemails. By utilizing tags, it allows you to better…
Assigning a Phone Number to a Lead Source
Use automatically designated lead sources in Engage to attribute calls to the correct marketing sources, offering insights for optimizing ad spend and…
Marking All Notifications as Read
Take control of your notifications! This admin-only feature will be available on the Conversations, Voicemails, and Calls pages within Engage. When…
Putting a Caller on Hold
Engage users can now place calls on hold effortlessly through both the web and mobile apps. You can manage multiple calls at a time—in any mix of active…
Blocking a Phone Number
Blocking numbers in the Engage system is a straightforward process that can help streamline your communication by filtering out unwanted calls and…
Additional Contacts & Alternate Phone Numbers
Beyond using the primary contact and phone number, Engage lets you view calls and SMS under each additional contact, or use the alternate phone number…
Do Not Disturb
Turning on Do Not Disturb will send your calls directly to voicemail without ringing on your device. For example, you may want to turn on Do Not Disturb…
Transfers in Engage (Non SIP)
The FieldPulse Engage web application supports blind transfers. This is the only type of transfer currently available.
Using Filters & Sorting
Engage gives you a few ways to cut through a long list of conversations, calls, and voicemails: custom filters, quick filter tabs, and sorting. This…