smrtPhone

An outline of important training guides and videos to get your smrtDialer campaigns running smoothly

New to smrtDialer? Start here! Beginner guide to creating power dialing campaigns

In December 2022, we launched a significant upgrade to the smrtDialer User experience to smrtPhon clients. General release in 2023.

New smrtDialer Interface & Functionality

Ellen Sluder

Georgiana Mirita

Tudor Deak

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

smrtDialer - your Power Dialer 

Basic administration and setup elements for smrtDialer

Overview of smrtDialer Setup

Plan out the critical elements of your power dialing campaign strategy

smrtDialer Campaign Prep

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

Leads: viewing & resyncing in smrtDialer

smrtDialer Basics

Check your Campaign's progress per each call session.

Agent window in smrtDialer

How to build a campaign by pulling leads from within CRM

smrtDialer Campaign Creation - from your CRM

How to build a campaign from an Excel upload into smrtDialer and push only qualified leads to your CRM

smrtDialer Campaign Creation - from Excel Upload

How to set your campaign permissions in smrtDialer

How to Assign Agents to smrtDialer Campaigns

Configure who can use smrtDialer and make calls.

Assigning users to seats in smrtDialer

Rotate through a group of preselected outgoing numbers in a campaign to keep your Caller ID fresh

Using Number Pools 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.

How filters (call dispositions) work in smrtDialer

smrtPhone Pro gives you the ability to monitor, whisper, and barge in on calls during smrtDialer Campaigns

Call Monitoring in smrtDialer (Pro feature)

How to add a call script your agents can follow when dialing smrtDialer campaigns

Call Script for smrtDialer Campaigns

Enhance your Campaign's performance by matching area code of Caller ID with Lead Phone Number

Geo Caller ID for smrtDialer (Pro feature)

You must prepare the necessary recording / media files for your campaigns ahead of time (including voicemail drop and call back recording)

Using Recordings in your smrtDialer Campaigns

How Do Not Call dispositions work within smrtDialer campaigns

Understanding DNC in smrtDialer

Vlad Pustiu

smrtDialer Campaign Customization

How to log in to smrtDialer and see campaigns that are ready to be called

How to Access smrtDialer Campaigns

Comprehensive guide for Agents running power dialing campaigns synced to your CRM

How to Dial a smrtDialer Campaign - for Agents

When you run a smrtDialer Campaign based on an uploaded lead list, agents must choose which leads to push to CRM

Calling Leads in an Excel spreadsheet-based smrtDialer Campaign

How to open a campaign and start dialing leads in your smrtDialer campaigns

How to dial leads in smrtDialer campaign from CRM Lead List

A quick tour of what you see when a call connects

Lead Window Details - when a smrtDialer Call Connects

Using the smrtDialer Pro feature of putting a call on hold

How to put a smrtDialer call on Hold (Pro feature)

What happens to leads after assigning a certain disposition

Completing a call in smrtDialer Campaigns

How to add an Agent to your smrtDialer call for conferencing or a warm hand off transfer.

Conferencing and Warm Transfers in smrtDialer (Pro feature)

How to make a menu selection from the automated sales dialer

Using a keypad in smrtDialer

You can have more than one agent dialing a single smrtDialer Campaign at the same time.

Multi-Agent Simultaneous Calling Single smrtDialer Campaign

How to detect whether a human or a robot/voicemail machine has answered your call

A.I. Voice Detection in smrtDialer

Agents can choose the pace with which calls are dialed in smrtDialer

Auto-Resume Dialing feature in smrtDialer

smrtDialer - How to Best Use Your Power Dialer

smrtDialer Campaign setup: Populating leads into campaigns from a Podio contacts app

Podio Users: Get Podio Leads into smrtDialer Campaign

While running an Excel-based Campaign you have flexibility where to push warm leads and options to split the data across Podio apps

Podio Users - Determine Where to Push Qualified Leads from smrtDialer Campaigns

Podio Users: Best Practice Guides for Setting Up smrtDialer with Podio

Get your User and your leads ready for a smrtDialer Campaign

Salesforce Users: Get Salesforce Leads into smrtDialer Campaign

Personalize your Status Filters in order to keep better track of your Campaign's calls.

Salesforce & InvestorFuse Campaign - Custom Status Filters for smrtDialer

Salesforce Users: Best Practice Guides for Setting up smrtDialer With Salesforce

Customize your CRM to be ready for smrtDialer Campaigns