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Search results for: smrtdialer campaigns

Billions CRM - smrtDialer Campaigns

Detailed information about how to build a campaign from an Excel upload or pulling leads from your CMR into smrtDialer… smrtDialer Campaigns can be built based on leads pulled from your CRM or Excel files… B. Campaign Creation by uploading a list directly to your smrtDialer
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

How to Access smrtDialer Campaigns

How to log in to smrtDialer and see campaigns that are ready to be called… under the smrtDialer menu: Campaigns DNC Numbers Documentation Documentation will… Campaigns is the menu that matters most - and is also the default menu when you click into smrtDialer
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Call Script for smrtDialer Campaigns

How to add a call script your agents can follow when dialing smrtDialer campaigns (Podio and Salesforce)… smrtDialer - Setting Core Campaign Details >> smrtDialer - Get Leads into Campaigns >> smrtDialer… To set a Call Script for a campaign, go to smrtDialer > Campaigns > Select your Campaign that you wish
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Completing a call in smrtDialer Campaigns

In smrtDialer Campaigns, you can decide what happens to a lead after you end a call… And can be customized by accessing your smtPhone Admin Dashboard > smrtDialer > Campaign Settings… The lead view within the running Campaign >> Running Campaigns >> How to add leads
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Using Recordings in your smrtDialer Campaigns

You must prepare the necessary recording / media files for your campaigns ahead of time (including voicemail drop and call back recording)… When setting up a campaign there are two required recordings:… Using the Media Manager >> Setting up a Voicemail >> How to put a smrtDialer call on hold
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

How to Assign Agents to smrtDialer Campaigns

How to set your campaign permissions in smrtDialer… More Best Practices for smrtDialer Read more about Using smrtDialer - Accessing Campaigns >>… Dashboard: smrtDialer > Campaigns
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Understanding DNC in smrtDialer

How Do Not Call dispositions work within smrtDialer campaigns… Learn more about DNC within smrtPhone/smrtDialer… You will be notified that the number will be automatically skipped for all your campaigns
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Podio Users: How to dial leads in smrtDialer campaign from Podio Lead List

How to open a campaign and start dialing leads in your smrtDialer campaigns… You simply access the smrtDialer Campaigns, and you can start another session, while an agent is running… Call script forms in smrtDialer >> Warm Transfers and Conferencing in smrtDialer >>
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

New to smrtDialer? Start here! Beginner guide to creating power dialing campaigns

An outline of important training guides and videos to get your smrtDialer campaigns running smoothly… All users have access to smrtDialer, but only those assigned to a seat can dial campaigns… Learn more about Call Scripts for smrtDialer campaigns>> In the fourth/last tab, you can choose
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Call Monitoring in smrtDialer (Pro feature)

smrtPhone Pro gives you the ability to monitor, whisper, and barge in on calls during smrtDialer Campaigns… The Supervisor can monitor the Live Sessions on smrtDialer by going to smrtDialer --> Monitoring… Listen in to a call, you need to have granted access and then access the Monitoring area by going to smrtDialer
Tudor Balescu avatar
Written by Tudor Balescu
Updated over a week ago