Xem LumaKol hoạt động

Từ một không gian làm việc trống đến một đội đang gọi điện. Làm theo trong tài khoản của bạn và cuối cùng bạn sẽ có một CRM gọi điện hoạt động được.

3:22

1

Read your dashboard like a manager

What every number on the dashboard means, and which ones matter on a Monday morning.

Hướng dẫn: Create your workspace

3:17

2

Build your pipeline

Stage types, colours, the one-line meaning agents read, and how chance-to-win drives the forecast.

Hướng dẫn: Set up your pipeline, call outcomes and fields

3:10

3

Call outcomes that book the next follow-up

One tap after a call books the callback and moves the lead. Plus post-call feedback questions.

Hướng dẫn: Set up your pipeline, call outcomes and fields

3:22

4

Custom fields, call scripts and message templates

The ten field types, hints that stop guessing, scripts on the calling screen and templates with variables.

Hướng dẫn: Call scripts and WhatsApp / SMS / email templates

2:47

5

Roles and seats explained

All five roles, which ones cost a seat, creating an account for an agent with no email, and teams.

Hướng dẫn: Invite your team and choose roles

2:45

6

Import leads from Excel or CSV

Automatic column matching, turning a spare column into a custom field, and how duplicates are caught.

Hướng dẫn: Import leads and assign them

2:54

7

Assign, reassign and reset lead lists

Hand a whole list to someone else, split it evenly across a team, or restart it for a fresh round.

Hướng dẫn: Import leads and assign them

2:27

8

How your agents work a lead

Filters that build a morning list, the lead page, and calls that log themselves from the phone.

Hướng dẫn: Start calling from the queue

4:30

9

Follow-ups, live board and attendance

Callbacks grouped by when they are due, who is working right now, and how active time is measured.

Hướng dẫn: Follow-ups and reminders

4:35

10

Reports and billing

Funnel, forecast, agent workload and import history — then plans, seats, invoices and cancelling.

Hướng dẫn: Reports: funnel, workload, outcomes, coaching and attendance

Chính sách gọi, bảo vệ dữ liệu khách tiềm năng, tích hợp và những màn hình bạn dùng hằng ngày khi đội đã đi vào hoạt động.

4:35

11

Calling hours, attempt limits and do-not-call

The retry ladder that turns persistence into policy, plus the calling hours and DND block.

Hướng dẫn: Calling policy and lead data protection

4:39

12

Masked numbers, recordings and exports

What each privacy control really stops — and the one that actually protects your lead list.

3:15

13

Notes, reminders and voice memos

Note types that read at a glance, reminders that find you, and memos saved to your own Drive.

4:25

14

Lead capture forms

A hosted link and an embed snippet, both landing in an agent queue within seconds.

Hướng dẫn: Put a lead form on your website

5:11

15

API keys and webhooks

Scoped keys with expiry and IP limits, and signed webhook deliveries you can verify.

Hướng dẫn: Connect your own software with the API and webhooks

4:58

16

Working calendar, shifts and attendance rules

Holidays that move follow-ups, shifts that make "late" meaningful, and what counts as a full day.

3:51

17

Notifications, and the four you cannot mute

Everyone sets their own — except the billing and security alerts that stay locked on.

4:24

18

Build a morning call list with filters

Filtering an agent’s own list down to a call sheet — stage, source, list and when the callback is due.

3:49

19

Your profile, language and sessions

Language per person across 33 locales, time zones that stop arguments, and revoking a device.

Hướng dẫn: Languages, time zone and appearance

5:45

20

Follow-ups in Google, Apple or Outlook

A private subscribe link, what each entry carries, and why Google can take hours to refresh.

Hướng dẫn: See your follow-ups in Google, Apple or Outlook Calendar