The power dialer calls a list of leads one after another. Open Calling, Power dialer.
Start a session
- Press one of the ready-made lists: callbacks due, new leads, my leads (and late callbacks for managers), or
- on the lead list, tick leads (or select the whole list) and press Dial in the bar.
Up to 1,000 leads become a session, in the list's order. You have one session going at a time.
Dial
- Start dialing opens the first lead on the call panel and calls them.
- When the call ends, pick how it went, add a note or a callback, and Save and go on.
- The next call starts after 5 seconds. Pause holds it, Skip passes over a lead, End session stops.
The page counts calls, contacts, appointments and voicemails as you go.
Leads it passes over
Leads with no phone, on the do-not-contact list, returned, duplicates, or called by anyone in the last hour are passed over, and the list says why.
Calling hours
Each lead waits for its calling hours: 8 AM to 9 PM in their time zone, or their state's stricter rules (Texas, Florida, Pennsylvania and others, including Sundays and holidays). The page says when the next one opens.
Voicemail drops
On the Power dialer page, record up to 3 short messages (up to 60 seconds each). When a lead's voicemail picks up, press Drop voicemail: your message plays to their voicemail and you move straight on.
Without the web phone, the dialer still works: each lead opens to call from your own phone.
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