<< How to dial campaigns in smrtDialer

When a call connects your smrtDialer page will populate with lead information to faciliate a smooth conversation.

The Call Script that your company would like you to follow to collect important information is down below the basic lead information.

  • Forms are created by Administrator when setting up campaigns

  • Each call script form can be unique for each campaign

  • They guide the conversation as well as collect helpful information for follow up

IMPORTANT: Before you close the call, you must submit the call script form.

You will know the information has been pushed to Podio when you see the completion message, "Webform successfully submitted."

Once you've seen that message, you can add any additional notes for the call, and select the disposition to end the call.

Learn about Warm Transfers and Conferencing in smrtDialer >>

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