Life N Health 365 Asked:
“Has the auto dialer changed? A dial pad pops up, isn’t the auto-dialing system supposed to start dialing when the phone icon is clicked?”
The Answer
To use the Auto Dialer in Agent CRM effectively, follow these steps:
Step-by-Step Guide
- Access Manual Actions:
- Navigate to Contacts > Manual Actions.
- Start the Auto Dialer:
- In the top-right corner, click the button labeled “Let’s Start!”
- This will activate the auto-dialing system, which automatically dials numbers in your campaign list.
- Avoid the Dial Pad:
- If you’re clicking the phone button, you’re accessing the manual dial pad for one-off calls. The auto-dialer will not be triggered from here.
By following these steps, you can seamlessly begin auto-dialing through your campaign contacts without interruptions.
Additional Resources
For more tips and resources:
- Blog Post: Multiline Power Dialer Quick Setup
- Blog Post: 3-Way Calling Made Easy with Agent CRM
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
