General / Settings

How to use the Calendar
The calendar is a great tool to help you stay on top of your upcoming events, appointments and follow ups! This guide is displayed in the admin account, so ...
Wed, 23 Nov, 2022 at 2:42 PM
Team Chat and Lead Voicemails
Please Note: All plans have access to their Lead Voicemails, but "Team Chat" is only available in Advanced plans Go to the chat bubble ico...
Wed, 23 Nov, 2022 at 2:44 PM
How to set up the Address Book and Transfer Calls
If you have additional team members outside of the dialer (like a member of your acquisitions team) and would like to be able to transfer calls to them if a...
Wed, 23 Nov, 2022 at 2:50 PM
How to Create Voicemails
Creating Voicemails is a must to ensure your contact's can leave you messages so you can get back to them if you miss their call. These can only be used...
Wed, 23 Nov, 2022 at 2:51 PM
How to integrate your CRM using Zapier
Zapier is a software that acts as a middle man between BatchDialer and your CRM. If you use Podio as your CRM, please see THIS guide instead. Zapier has the...
Wed, 23 Nov, 2022 at 2:54 PM
How to Integrate Podio
If you are looking for how you can easily Integrate BatchDialer with Podio, this guide will give you step-by-step detail followed by screenshots from BatchD...
Wed, 23 Nov, 2022 at 2:55 PM
How to use Lead Scoring
Lead Scoring is a great way to prioritize your contacts when working on campaigns! Administrators can set this up in their settings. See the guide to learn ...
Wed, 23 Nov, 2022 at 2:58 PM
How to Create Scripts
Providing scripts for you and your team can be extremely beneficial to help keep your connected calls and conversations on track. You can use the default on...
Wed, 23 Nov, 2022 at 3:00 PM
How to Create Audio Recordings
Audio recordings can be used for your voicemail greeting, for voicemail drops, IVR etc. It's simple to do and you'll use them often! Start ...
Mon, 5 Dec, 2022 at 10:10 AM
How to Use Lead Sheets
"Lead sheets" is an extremely underutilized feature! Administrators have the ability to easily outline what information they want collected on con...
Fri, 2 Dec, 2022 at 4:04 PM