smrtDialer - Setup

FOR ADMINS: Learn more about how to configure smrtDialer, how to manage key features, set up campaigns and control your seat count.

Vlad Pustiu avatar Tudor Deak avatar Tudor Balescu avatar +2
14 articles in this collection
Written by Vlad Pustiu, Tudor Deak, Tudor Balescu and 2 others
smrtDialer Campaign Customization

How filters (call dispositions) work in smrtDialer

How to automate when a lead stays in a campaign to be called again and when they are removed from the specific campaign.
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated this week

Using Recordings in your smrtDialer Campaigns

You must prepare the necessary recording / media files for your campaigns ahead of time (including voicemail drop and call back recording)
Ellen Sluder avatar
Written by Ellen Sluder
Updated this week

Call Script for smrtDialer Campaigns

How to add a call script your agents can follow when dialing smrtDialer campaigns (Podio and Salesforce)
Ellen Sluder avatar
Written by Ellen Sluder
Updated this week

Using Number Pools in smrtDialer

Rotate through a group of preselected outgoing numbers in a campaign to keep your Caller ID fresh
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Assigning users to seats in smrtDialer

Configure who can use smrtDialer and make calls.
Vlad Pustiu avatar
Written by Vlad Pustiu
Updated over a week ago

How to Assign Agents to smrtDialer Campaigns

How to set your campaign permissions in smrtDialer
Ellen Sluder avatar
Written by Ellen Sluder
Updated this week

Call Monitoring in smrtDialer (Pro feature)

smrtPhone Pro gives you the ability to monitor, whisper, and barge in on calls during smrtDialer Campaigns
Tudor Balescu avatar
Written by Tudor Balescu
Updated this week

Understanding DNC in smrtDialer

How Do Not Call dispositions work within smrtDialer campaigns
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Podio Users: Leads: viewing & resyncing 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