Lead dial (auto dialler)
Lead Dial is the standard mode for outbound campaigns. The system automatically dials the next lead in your campaign’s lead list and connects you when a customer answers.1
Open the Lead Dial tab
Click the Lead Dial tab in the dialler if it is not already selected.
2
Start the dialler
Click the Resume / Play button (the orange circle button). The dialler begins working through the lead list automatically.
3
Take the call
When a customer answers, the call connects directly to you and the lead’s information appears in the Lead Information panel.
Manual dial
Manual Dial lets you type in any phone number and call it directly. Use this when a customer calls back on a number not in the system, or when your supervisor asks you to call a specific number.1
Open the Manual Dial tab
Click the Manual Dial tab.
2
Enter the number
Use the on-screen keypad or your physical keyboard to enter the phone number.
3
Place the call
Click the green Call button to dial. The call connects through your browser audio.
Always include the country code when dialling internationally (for example, +44 for UK, +1 for USA).
