How to Configure The Dial Out Method

Contact your sales rep to learn how you can add this feature.


If you want to have the dialer call you/your agent, to connect to the dialer, you can have the dialer call you before it calls the leads for you so that you are able to speak to your leads over the phone.

You and/or your agent MUST change the Manual Caller ID number to be the same number that the dialer will have to call for this to work properly. This will not be the Caller ID that appears when calling from a campaign.


Once the Manual Caller ID is correct, there are two ways to change the connection method to the Dial Out Method.


As an Administrator, you can change your Agent's connection method to the Dial Out Method by going to the Admin Tab.


Once there, click on your agent's "Edit Connection Method" Icon

 

Click on the option that reads "Telephone Dial Out - Dialer Will Call User"

Now in the phone number field, type in the ten digit number that you want the dialer to call the agent at.

Click on Save Changes


or


As an Agent, you can change your connection method by going to the agent's Settings Tab.

From the Settings Tab, the agent can click on "Change Voice Connection Settings" 

  

Click on the option that reads "Telephone Dial Out - Dialer Will Call User"

Now in the phone number field, type in the ten digit number that you want the dialer to call the agent at.

Click on Save Changes

 

The agent MUST log out and then log back in for these changes to take effect

 

Now when the agent logs in, they can select a campaign to dial from on the Home Tab.

Once the agent selects a campaign, the dialer will call the agent at the number that was provided.

When you/your agent answers the call from the dialer, the following message will play:

"Welcome to Hosted Dialer, Get Ready to Sell! Finding prospects"


Once the agent selects a campaign, the dialer will call the agent at the number that was provided.


Then the dialer will begin calling the leads for that campaign.


As soon as a lead answers, the agent will hear them saying hello on the phone and the information that was uploaded for that lead will be displayed on the dialer in the browser.


If the agent does not answer the call from the dialer, the dialer will not call any leads.

To hang up on a lead, the agent needs to click on the red phone icon and disposition the call as normal.


Once the call has been dispositioned, the dialer will begin calling the next set of leads.

If the agent hangs up their phone, they will disconnect from the dialer.

If the agent needs to step away, they can hang up their phone, they will be disconnected from the dialer.

To reconnect with the dialer, the agent can either select a campaign from the Home Tab, or they can click on the green phone labeled "Get Contact".

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