Using "preview mode" will allow you the time to read over your contact's information before you call them. In this mode, you will make all calls manually with 1 contact at a time. This guide applies to BOTH agents and administrators (anyone who will making the calls in the account). Preview Mode dialing works the same for BOTH single line and multi line users. To learn how to start dialing using "predictive" mode instead, click here

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.

Before you start, make sure you've given BatchDialer microphone access by simply clicking on the lock icon on the left of the web address and set the microphone dropdown to allow (shown in image below).

At this point, you should have already created the campaign you're planning on dialing. Start by opening your time card or status at the top on your screen (shown in image below).

Change your status to "available" to let the system know you're now ready to start dialing.

A pop up will appear and ask you which campaign you'd like to start calling on. Choose one of your preview campaigns here with the "eye" icon next to it. (campaigns with the "magic wand" icon are "predictive" campaigns)

Click "confirm" after you select the campaign.

The dial pad will pop up and WILL NOT dial automatically in "preview mode". Click "next contact" when you're ready to preview the contact you will be dialing MANUALLY (shown in the image below)

(if you don't see the dial pad, click on the blue phone button near the top right hand corner of the screen to show it)

after you click "next contact" the screen will change to show you your next contact's information and will autofill their phone number. Take your time here! You can review:

  • Lead info
  • Property Details
  • Activities
  • Notes
  • Lead Sheets (only applicable if admin has set up in settings)
  • Your Script (Admins can provide these when creating the campaign)

When you're ready, click the Green call button to start dialing this contact and wait for them to answer the phone!

If you'd like to skip a contact, just click "next contact" to move to the next person!

When you finish dialing for the day, make sure you change your status out of "available".