Open the correct Marketing1st dashboard.
Client Login
Client portal for reports, status, recommendations, and account information. Do not use this for AI Specialist handoffs.
Open Client LoginMarketing1st Operations Portal
Internal portal for managers, dashboards, CRM, dialer operations, reporting, and campaign command center views.
Open Operations PortalAgents / Affiliates / AI Specialists
Use the current live dialer portal for softphone, manual test calls, predictive dialing, handoffs, and AI Specialist workflow during live operations.
Open Live Agent PortalMarketing1st Intelligence
Buyer Intelligence, client/vendor products, preferred vendor views, and revenue workspace.
Open IntelligenceCRM / Client Records
Lead intake, forms, appointments, client records, and preferred-vendor submissions.
Open CRMManager Dialer Control
Managers can switch predictive/broadcast modes, change live line counts, pause, and stop dialers.
Open Manager DashboardCall Center Admin
Restricted supervisor dashboard for agent and AI Specialist activity, leaderboards, reports, recordings, readiness tests, onboarding, and training status.
Open Call Center AdminEmail Dashboard
Email delivery, campaign health, and sender visibility once sender boxes are assigned.
Open Email DashboardNeed help?
If your login does not work, contact Marketing1st management before trying another user account.
Contact Marketing1stAgent handoff → AI Specialist close path.
1. Agent qualifies the caller
Agent confirms business name, owner/decision-maker, phone, email, website, city/state, urgency, and whether the prospect wants the free AI Visibility Audit.
2. Warm transfer
Agent clicks Warm Transfer to Next Available AI Specialist, stays on the line, introduces the client, then completes the handoff after the specialist joins.
3. AI Specialist works the opportunity
AI Specialist opens the assigned handoff, confirms details, sends the audit/review link, books the review call, records outcome, and moves follow-up into the pipeline.