1. To allow outbound calling on a given case, first click into the case from the 'Enrollment/Case Management' tab.
2. Click on the 'Enrollment Team' tab
3. Check the box next to the name of the employees you would like to assign.
(You can also use the filter icon to filter by Class, Subclass, etc. and select all employees in that category)
4. To assign selected employees to the enroller, click the lightening bolt icon in the upper right corner.
5. You will then see the full list of employees assigned to this enroller. Enrollers can now call any employee on this list.
6. Finally, click into 'Case Communications'.
7. Check the box to 'Activate Outbound Calling'.
8. In order to allow outbound calling, employees must be assigned to an enroller. Enrollers will not be able to call employees unless they are assigned.
To assign employees, click the group of people icon to the left of the enroller's name.
9. Click the '+' sign in the upper right corner.
10. Click 'Save' and your enrollers are now ready to make outbound calls!
