Everything VoomSales does, written down.
Setup guides, configuration reference and the behaviour worth knowing before you rely on it. Written for the person doing the work, not the person buying the tool.
Get your first lead captured and called in under an hour.
Bring campaigns, leads and call history across from your old CRM.
Campaign, lead, response, TAT, SLA — what each term means here.
Campaigns, form builders and the public submission endpoint.
- Create a campaign
- Build a custom field form
- Share a public form link
Meta Lead Ads, Google Lead Forms, Zoho and inbound webhooks.
- Connect Meta Lead Ads
- Map webhook fields
- Diagnose a silent connector
Weights, tiers, decay and how a lead reaches a rep.
- Tune scoring weights
- Set up counsellor pools
- Round robin and shift cover
Click-to-call, providers, recordings and dispositions.
- Connect a telephony provider
- Set call dispositions
- Number masking and access
Personas, prompts, extraction questions and mid-call handoff.
- Write an agent prompt
- Configure handoff rules
- Read AI call summaries
The 15 report tabs, timezones and the custom builder.
- Report timezone behaviour
- Build a custom report
- Export and scheduling
Roles, flat teams, reporting chains and what each role can see.
- Roles and permissions
- Build a reporting chain
- Sub-org scoping
Data handling, recording consent and audit trails.
- Recording consent
- Audit trail reference
- Data retention