Viewing & Resyncing Leads in smrtDialer

How to see the leads in your smrtDialer campaign and what re-syncing leads means

Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Your smrtDialer Campaign

A Campaign runs properly only if settings are right done. From time to time, you should check your leads in a particular Campaign, to make sure they are as they should be.

To see leads in a Campaign, you simply get into your smrtPhone Dashboard, select smrtDialer, and then choose the Campaign that you are interested in.

Here, along with the options of Archiving the Campaign, Reset the Campaign, and Campaign Settings, you can also observe, under the Campaign's name, the Campaign details, such as:

  • Caller ID

  • Number of lines in your Campaign

  • Ring Timeout

  • When it was created

  • Voicemail and Hold music connected to this Campaign

  • Number Depth

  • Resync

  • See all Leads

and so on.

Seeing your Campaign's Leads

To easily see your leads in this particular Campaign, on the right side, where all the settings are, you can See all Leads.

In this new window, you can filter the leads by First Name, Last Name, or Email in order to quickly find out the information needed.

From here, you can also see those leads in CRM too.

Do you see Fewer Leads in the Campaign than in the CRM List?

When there is a difference between the number of leads in CRM and your Campaign, it's because smrtDialer cannot dial the phone numbers for those leads. The number within smrtDialer will show as lower.

Common causes for discrepancies between the list totals are:

  • Contacts with no phone number / empty phone number field

  • Phone numbers incorrectly formatted

  • Bad characters in the phone number, such as too many dashes

  • Contacts on your DNC list

  • Contacts that have already been converted for this campaign

Double-check your lists in CRM to correct any formatting issues.

Resync Leads

What does resyncing mean? When you set up a campaign, you're reaching into your CRM, identifying an App, identifying a data segment, and telling to smrtDialer that those leads will be used for campaigns.

The reasons you want to resync the Campaign's Leads can vary:

  • If the lead was marked DNC within CRM but not yet in smrtDialer/smrtPhone.

  • If you've updated the contact record for Leads with no number or improperly formatted numbers to have dial-able numbers

  • If new contacts have been added to your data segment list in CRM.

To resync, just press the arrow on the right side of the page - πŸ”„Resync Leads.

Some of the views and options might vary depending on your integration's settings with smrtPhone.

You can also watch this video for a better understanding:

❗️ Keep in mind that if your list of leads is large, the resync process might take a few minutes to happen. So this is not a not-completing action, but a delay since the volume is too big. It will sync in the background, and you will see a banner announcing progress appear at the top of the screen. You can continue your work while the leads are syncing.

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