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

  1. Access Manual Actions:
    • Navigate to Contacts > Manual Actions.
  2. 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.
  3. 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:


Watch and Learn

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