This guide will walk you through the essential steps to get your Telemanager account up and running. Whether you’re prospecting for clients or your own company, follow the sequence below to ensure a smooth setup.

1. Set Up Your Account and Billing

Before you begin, make sure your account is configured correctly. Go to the Billing section and select the appropriate number of user licenses for your team.

This ensures you can create the necessary users for your operations.

2. Create Users

Once licenses are in place, you can create user accounts for your team.

Refer to this step-by-step guide: https://telemanager-crm.com/how-to-create-new-users-in-telemanager/

3. Add Customers (Clients)

Next, create customer records for the companies you will be prospecting on behalf of. If you are prospecting for your own business, you must also add yourself as a customer.

Learn how to do this here: https://telemanager-crm.com/how-to-create-a-new-client-in-telemanager/

4. Create Your First Campaign

With your team and customers set up, you’re now ready to launch your first campaign.

This includes defining your target audience, uploading data, and configuring call scripts.

Follow this detailed guide: https://telemanager-crm.com/how-to-set-up-my-first-campaign/

5. Raise Opportunities

When your agents are live on calls, they’ll mark each call as one of the following:
• Close – No Further Action (NFA)
• Call Back
• Convert into an Opportunity

To ensure accurate reporting, certain mandatory fields must be completed before converting an opportunity.

See the full guide here: https://telemanager-crm.com/how-to-raise-an-opportunity-in-telemanager/

6. You’re Ready to Go!

Once your system is set up and your team is trained, you’re ready to begin delivering results for your campaigns. Telemanager will handle reporting, data tracking, and quality control throughout.