Five9 Training
CHECKLIST
TRAINER NAME
Ensure all of the topics below are covered in the training session.
*
How to log into BuildFly and clock in
How to log into Five9 as an agent
Where to find our Teams group chat and what is posted there
How to enable Chrome pop-ups
How to enable Five9 sound alerts
How to send in your voicemail recording
Explain Five9 states and when to use them
How to view your voicemails
How to view your activity
Role play - take turns pitching each other
How to disposition a call
How to add a contact to the DNC list
How to submit an appointment through the BuildFly pop-up
How to set up a scheduled callback
How to use the Master Map
Where to find the transfer numbers
6 questions to ask - what are they and where to find them
How to view your schedule in HomeBase
When to email customerleads@myameripro.com
How to access the Resource Hub and navigate it
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