smrtDialer - How to use

FOR USERS - How to use smrtDialer to dial campaigns. These are user guides.

Tudor Deak avatar Ellen Sluder avatar Georgiana Mirita avatar
12 articles in this collection
Written by Tudor Deak, Ellen Sluder, and Georgiana Mirita

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

Multi-Agent Simultaneous Calling Single smrtDialer Campaign - BETA

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

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 yesterday

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 yesterday

Podio Users: 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 over a week ago

Podio Users: Using a Call Script in smrtDialer

How to add a call script form in smrtDialer and submit to Podio
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

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

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

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

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