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Assigning an Outbound Number to an Agent

By default, agents who make outbound calls from the DealFindersFunnel softphone can select any tracking number in the account to show as their outbound caller ID.  Assigning an outbound number selects a default from that list for that particular agent to save them...

Access Control Rules

Access control groups allow you to customize the level of access your users have within your account.  You can use them to limit which numbers are visible for a particular user, hide information in the call log, and toggle access to certain features as needed.  Access...

Adding New Users

DealFindersFunnel allows an unlimited number of users for each account. Each user has a role that determines what kind of permissions they will have in the account.  Users can have access to multiple accounts, and can have different roles in different accounts.  Some...

User Roles

Deal Finders Funnel allows an unlimited amount of account users with flexible user access levels. When you add a new user, you can choose from the following roles: call agent, billing, call manager, report manager, and administrator. All account users will have access...

Removing Users

Removing a user from your account will prevent the user from seeing your account when they log in.  If the user has access to other accounts in DFF, they will still be able to access those accounts unless they are removed from those accounts as well. Removing a User...