We are happy to present you one of the many smrtDialer updates to come, our new and improved Lead Window UI. 

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. 

The UI is composed of 5 elements:

    1. The 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 for answered calls)

    2. The 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.

    3. The Disposition Window

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. 

    4. The Call Script Window 

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.

     5. The Communication History Window

In this window you can see a breakdown of your last interactions that you had with the lead your 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  

Did this answer your question?