This guide will show you how to start dialing in using "predictive" mode when you have the multi line dialer.
This guide applies to BOTH agents and administrators (anyone who will making the calls in the account).
If you're an administrator, don't miss out on setting up other important features BEFORE you or your agents begin dialing. Click HERE to learn more. You must already have a contact list upload and connected to an already created campaign.
After choosing the campaign, click "Confirm".
NOTE: As soon as you click confirm, when using "predictive" mode, the dialer will automatically begin dialing your contacts
The dial pad will pop up and show as "off" until it picks up the contacts. This will only take a few seconds.
The amount of lines that shows is dependent on the number of "simultaneous dials per agent" the administrator set when the campaign was created (only applicable for multi line dial users). For example, in the image below, the admin set up 3 lines. (if you have the single line dialer you cannot dial more than 1 person at a time)
Once the contacts appear in the bubbles, they will ring until someone answers the phone. If no one answers, it will simply pick up the next group of contacts automatically.
As soon as someone answers, their contact card will pop up and you can read off of your script (if provided by the admin) as well as:
- review the leads info
- review property details
- review activities
- view the campaigns the contacts has been dialed on
- review or leave notes
- fill in lead sheets (if provided by the admin)
NOTE: If you're an administrator and have set up the campaign setting "call connect type" to "manual answer" (not recommended) Your agents will hear a beep or ringing noise when someone answers and they will have to MANUALLY ANSWER THE CALL - We recommend setting your "call connect type" to Automatic answer.
Once you finish the call and click the "hangup" or red phone button to end the call, you'll see your call results pop up.
These will pop up every time you end a call or any time someone hangs up on you.
Select the result that describes the way the call went, leave a note and a mood, then click done.
(Call results have rules when selected. If you're an admin, click here to learn more)
After you click "done", the system will automatically pick up the next group of contacts.
When you finish for the day, be sure to go up to your time card or status at the top of the screen and get out of "available". The predictive dialer will finish up the last contacts you were in the middle of dialing and then shut "off".