Using smrtLeads with smrtDialer

Using smrtLeads to power your smrtDialer campaigns is as easy as using Excel or a CRM-based list.

As you would with any campaign, make sure your lead list is prepared and ready to go before you start building.

Even if you want a list that includes all leads with no filtering, you must create a Dial List in smrtLeads to be imported into smrtDialer.

Learn how to create Dial Lists in smrtLeads ⇢

From within smrtDialer, create a campaign as you configure any smrtDialer campaign, following the steps:

Select the smrtLeads option to grab your leads from the newly created Dial Lists.

Select the list you want to use in this smrtDialer Campaign from the ones you previously saved in smrtLeads.

Press Finish Setup to finalize the configuration.

Your campaign is ready to be run.

From this screen, you can review your campaign's configuration (Overview) or head straight back into edit Settings.

Once the campaign is created, the system will take a few moments to sync newly added leads. Once the re-sync is ready, you are ready to go.

Calling leads in a smrtLeads Dial Live-based campaign will be performed like any other type of smrtDialer Campaign.

There is a small difference between a CRM-based campaign and a smrtLeads-based Campaign: Push to CRM button. For that reason, we can say that a smrtLeads-based campaign can be more like an Excel-based campaign.