When a Campaign is being dialed and a call connects, the Lead Window appears with important information to guide the call.
The new interface helps your agents better identify and disposition leads with ease. Everything is one click away and always synchronized with your Podio system.
Lead Window is composed of 5 elements:
Active Call Lines
Lead Details
Call Notes & Disposition
Call Script Form
Communication History
Call Lines
On the left side of your screen, you can find your call lines and also a progress bar that indicates how many leads of the campaign you have called. Each line comes with a status bar that will indicate the status of your call and also the option to terminate the call or to drop a voicemail (this only applies to answered calls)
Lead Details Window
In the details window, you can see more info about the lead you are talking to such as name, address, phone number, email, and also a map preview of the address. You also have the option to open the Lead or the Call Record in Podio.
Call Notes & Disposition
In the disposition window, you can take notes that will be populated inside your Lead item in Podio. Once you complete your call you will be prompted to assign your lead to a certain status. Every change that you make will be also logged inside your Podio system.
Call Script Form
smrtDialer comes with a fully customizable call script that you can complete during your call. Once you submit your call script it will be referenced to your lead inside Podio. You can use multiple call scripts for different campaigns however, please make sure that you clone the existing one and modify it instead of creating a new one from scratch.
Communication History
In this window, you can see a breakdown of the last interactions that you had with the lead you are speaking to. You can differentiate the calls made while power-dialing by the tag named "Dialer Calls'. The Outbound Calls are just regular calls that you had with your lead in the past.
✅ Note: if you are a Salesforce user, we have a dedicated collection here, where you can find help with dialing a smrtDialer Campaign and setting dispositions.