How to Remove Leads from the Power Dialer in Agent CRM

Original Question:

Phil Reames asked:
*”I have a question. When I am doing the Power Dialer, after each call there is a popup that I can click on Completed or No Answer. There are two other options, but the training video said not to use those.

Anyway, when a new lead comes in, I go to that lead and call them directly. If I reach that person and complete the call, how do I mark it completed so that it drops out of the Power Dialer?”*

Answer:

If you want to remove a lead from the Power Dialer after completing a call, you have two options:

Option 1: Manually Remove the Contact from the Power Dialer Campaign

📌 Steps to Manually Remove a Contact:

1. Go to the Contact’s Profile in Agent CRM
2. Scroll down to Active Campaigns/Workflows
3. Click “Remove” next to the Power Dialer campaign
4. Click Save

This immediately stops the contact from being dialed again.

Option 2: Automate Removal Using a Tag & Trigger

If you want a faster, automated way to remove contacts after a successful call, create a Trigger that removes them from the Power Dialer campaign when a specific tag is added.

📌 How to Set Up an Automated Trigger:

1. Go to Automation > Triggers
2. Click “Create Trigger”
3. Set the Trigger Condition:
   • Select “Tag Added”
   • Create a new tag (e.g., “Remove from Power Dialer”)
4. Set the Action:
   • Choose “Remove from Campaign”
   • Select the Power Dialer campaign
5. Click Save & Activate

Now, whenever you add the “Remove from Power Dialer” tag to a contact, Agent CRM will automatically remove them from the Power Dialer campaign.

Which Option Should You Use?

✔ If you prefer manual control: Use Option 1 (manually remove contacts from the Power Dialer).
✔ If you want automation: Use Option 2 (tag-based automation for quick removal).

Both methods ensure completed calls are no longer included in the Power Dialer queue.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these blog posts:

• Multiline Power Dialer Quick Setup
• Agent CRM Review: Fred’s Feedback on Support, Features & Improvement
• A Winning Marketing Strategy for T65 Leads

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Importing Leads from Lists & Vendors