smrtDialer - your Power Dialer

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

smrtDialer Campaign Creation - from your CRM

How to build a campaign by pulling leads from within CRM
Ellen Sluder avatar
Written by Ellen Sluder
Updated this week

smrtDialer Campaign Creation - from Excel Upload

How to build a campaign from an Excel upload into smrtDialer and push only qualified leads to your CRM
Ellen Sluder avatar
Written by Ellen Sluder
Updated this week

How to Assign Agents to smrtDialer Campaigns

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

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

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 over a week ago

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 over a week ago

Call Script for smrtDialer Campaigns

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

Geo Caller ID for smrtDialer (Pro feature)

Enhance your Campaign's performance by matching area code of Caller ID with Lead Phone Number
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

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 over a week ago

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
smrtDialer - How to Best Use Your Power Dialer

How to Access smrtDialer Campaigns

How to log in to smrtDialer and see campaigns that are ready to be called
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

How to Dial a smrtDialer Campaign - for Agents

Comprehensive guide for Agents running power dialing campaigns synced to your CRM
Ellen Sluder avatar
Written by Ellen Sluder
Updated this week

Calling Leads in an Excel spreadsheet-based smrtDialer Campaign

When you run a smrtDialer Campaign based on an uploaded lead list, agents must choose which leads to push to CRM
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Podio Users: How to dial leads in smrtDialer campaign from Podio Lead List

How to open a campaign and start dialing leads in your smrtDialer campaigns
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Lead Window Details - when a smrtDialer Call Connects

A quick tour of what you see when a call connects
Tudor Deak avatar
Written by Tudor Deak
Updated this week

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

Using the smrtDialer Pro feature of putting a call on hold
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Completing a call in smrtDialer Campaigns

What happens to leads after assigning a certain disposition
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

Conferencing and Warm Transfers in smrtDialer (Pro feature)

How to add an Agent to your smrtDialer call for conferencing or a warm hand off transfer.
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Using a keypad in smrtDialer

How to make a menu selection from the automated sales dialer
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Multi-Agent Simultaneous Calling Single smrtDialer Campaign

You can have more than one agent dialing a single smrtDialer Campaign at the same time.
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

A.I. Voice Detection in smrtDialer

How to detect whether a human or a robot/voicemail machine has answered your call
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Auto-Resume Dialing feature in smrtDialer

Agents can choose the pace with which calls are dialed in smrtDialer
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago