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What is the Mobile Dialer?
The dialer allows you to complete outbound calls via a Mobile Dialer that is designed to stay within federal compliance. The kvCORE Mobile App and kvCORE Desktop access are tied together, therefore all information can be easily found in either place! This makes it easy to complete call lists on the go in a vehicle, while awaiting appointments, or anywhere you may be out and about.
Please Note: When completing calls from the mobile dialer, your personal number will be shown to your contacts. When using the desktop your Smart Number will be shown.
Exploring the kvCORE Mobile App - 2020 Virtual Training Summit
How to Access the Dialer
The dialer is accessed via the 'Dialer' tab at the bottom of your app screen.
Please Note: Call recording is not available using the mobile app.
Dialer Features
Settings
Call Countdown
When dialing a list a countdown will appear before the next call is dialed.
'Manual' - Requires you to use 'Dial Now' or 'Skip'.
'Immediate' - As soon as you tap 'Dial' on a list the call will begin without you needing to review the contact details
Post Call Notes - Create a common post-call note to be added to a list. These notes can easily be added with one tap after your call.
Post Call Tasks - Create a common post-call task. These tasks can be easily added with one tap after your call.
Default Text Message - Select a text message template to act as your default message. You can send this with one tap after your call.
Default Email - Select an email template to act as your default email message. You can send this with one tap after your call.
Custom Lists - These are lists of people created based on chosen criteria. You save your criteria as a 'filter' similar to Smart CRM filters. Those filters/lists can be dialed at any time.
Standard Lists - These are call lists that are built into kvCORE. If you have past due calls, calls to make today, or quickly want to dial your active leads, these list shortcuts will make calling your contacts simple.
Dialing Summary - This is a report on the calls you've made. You can review dialing sessions from the last 25 days.
Completing Calls From the Dialer
Dialing Lists
Standard Lists
To dial a list, tap on the specific list you would like to call.
Custom Lists
To call & create your custom lists, select 'View Custom Lists'.
Dial by Hashtag
The 'Dial Hashtag' button will show you a list of hashtags to dial.
Please Note: If you open a list that contains contacts that you've already called today, they will be hidden.
When you get to a list of contacts, you can click an individual contact to call or select 'Dial Now' to use the automatic countdown timer to dial each member of the list automatically.
Please Note: When you first use the dialer, you may see a pop-up to allow permissions for kvCORE to make and manage phone calls. Be sure to allow access for the dialer to function properly.
Initiating a call with the 'Dial Now' function brings up the first person on the list.
Countdown timer (in seconds)
Call controls
Skip - Skip to the next person on the list.
Pause - Pause the countdown timer.
Dial Now - Bypass the countdown timer and dial immediately.
When the countdown timer reaches zero, your phone interface will display, and you can make the call. After finishing your call you will see the call disposition screen.
Tapping on a disposition will display various options for your post-call follow-up.
Call Results (Contacted or Not Home)
Custom Notes
Left voicemail (if not home)
Schedule a Call Manually
Schedule a Call Tomorrow
Create a Task
Send Text Message (Set the default message on your settings page.)
Send Email (Set the default message on your settings page.)
Call Results (Bad Number)
Custom Note
Mark number as 'No good'
Change Status to SPHERE
Change Status to ARCHIVED
Custom Task
Create A Task
Send Email
Tap to check the box on the far right to perform that action when you finish the call.
Individual Custom Notes or Tasks
To add a custom note or task, tap on the checkbox to the right. You can then create a task or action as you like.
When you finish the call, you'll get a confirmation and can either move on to the next person in the list, or navigate to the details page of the person you just added items to.
Using Canned Notes, Tasks, Responses & More
On the post-call disposition screen, you can select various pre-built items to add to that person you just called.
For example, a canned task that appears above the 'Create A Task' button.
You can add additional canned notes or tasks to select on your call disposition screens.
You can select a default text and a default email as well. To preview what would be sent, you can tap on the text or email tile to expand it before tapping the checkbox.
Individual List Settings
You can set all of these notes, tasks, emails, and texts for each list individually as well. Each time you open a list, it will have its own settings icon at the upper right corner of the screen.
Tap on the 'Settings' icon to get to the list settings. Tap on the 'Settings' icon on the main dialer page to change the default options for all lists.
Creating Notes or Tasks
Tap on the notes or tasks tiles on the settings page to add your canned notes/tasks.
Tap on the 'Create New Task' button.
Enter the name and details of the note/task, then tap 'Save' at the bottom.
After tapping 'Save' your task or note will be added and selected in the list. Select any messages that you want to be options. The space around the checkmarks will turn green to let you know they will appear on the call disposition screen.
On individual list settings, the selections only apply to that list.
On the general settings page, it applies to all lists.
Tap 'Save' again at the bottom to save your changes.
On the settings summary page, the notes or tasks you added will be visible in the tile.
Tap 'Save' again at the bottom to close the settings page.
Now, the next time you see disposition options, these will be selectable.
Adding a Text or Email
On your call disposition screen, you can have a default text or email configured. Using the checkbox to select that message that you know to be the default from your setting screen is a shortcut to help you get through calls faster.
Texts and emails are a little different from notes and tasks as you can only have one shortcut set up, per the settings page.
If you are looking to send out a separate canned response, you can tap on the tile to choose from your list of canned responses. The canned responses available to you as emails or texts are managed within the desktop version of kvCORE.
How to Create Custom Lists
Your dialer app comes with a few useful lists as defaults that cover your day-to-day operations.
Any additional lists that you would like to call regularly can be created using the 'View Custom Lists' button at the top of the dialer screen.
These custom lists operate under similar principles to Smart CRM Filters, but they are unique to the dialer (meaning they will NOT populate within the desktop version of kvCORE).
To create a custom list, tap on the 'View Custom Lists' button at the top of the dialer. Then, tap on 'New List' at the top of the filter screen.
The tiles below will allow you to set a list that is filtered by:
Lead Status - Statuses are the primary permanent labels used by kvCORE to dictate many communication features.
Lead Source - Lead source is essentially where the lead came from. An advertisement, were they imported, things like that.
System Source - System source indicates through which medium they became a contact. An agent's personal website, or the office's website, for example.
Hashtag - Hashtags are custom labels that you can assign to leads to group them in the way that you want to.
Lead Type - Lead type is determined usually when they sign up on your kvCORE site. The type can be more than one and changed at any time on the contact's details page. Seller, Buyer, Renter, Vendor, and Agent are different lead types.
Has Search Alerts - Do the contacts have search alerts configured?
After selecting your variables, you can set a name at the bottom, and click 'Save'
The name you saved will reside under custom lists like the other default lists in your dialer.
Dialing Summary
The dialing summary tallies your activity on a daily basis.
You can tap on a summary tile to display the number of contacts dialed for each disposition type. Opening each disposition tile will list the contacts you've called. You can tap on their names to view their details in the app. In the 'Not Home' tile there is a button to re-dial those contacts in that specific list.
Dialer Frequently Asked Questions
What phone number do my contacts see when I call from the dialer?
Calls from the mobile app dialer are made from your cell phone. When you use the dialer from your computer, you are joined in on a call initiated by your kvCORE Smart Number. When dialing via the mobile app, contacts will see your cell number. When dialing from the computer, they see the Smart Number.
What happens if I reach a busy signal?
The dialer will log that contact as called and remove them from the list for that day. It will then roll that contact onto the list for the next day.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing kvcore@insiderealestate.com!
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