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(Video) Setting Up Your Dialer
(Video) Setting Up Your Dialer
Sarah Cundari avatar
Written by Sarah Cundari
Updated over a week ago

So you're ready to start dialing! Follow the videos below to get configured, and set yourself up for success.

Dialer Configuration Settings

In this video you will learn:

  • 0:05 How to integrate with your sales engagement platform

  • 0:40 How to create a new number

  • 1:54 How to select a sequence or task list

  • 2:39 Setting up your callback number

  • 2:53 Choosing your parallel dialer limit

  • 3:18 Setting up battlecards

  • 4:00 Setting up auto voicemails

Task Filtering Options and Best Practices

In this video you will learn:

  • 0:06 Customizing your columns

  • 0:45 Grouping tasks best practices

  • 1:33 Sorting tasks

  • 2:00 Filtering tasks

  • 2:33 Filter by Timezone

  • 3:05 Skipping tasks using the snooze feature

  • 3:45 Viewing uncallable prospects

Making Dials Like a Natural

In this video you will learn:

  • 0:03 Making a test call

  • 0:38 Begin making dials

  • 0:49 Connecting to a call

  • 1:06 Viewing prospect information

  • 1:51 Taking notes and marking a disposition

  • 2:38 Redialing cancelled calls

  • 3:24 Resume calls

  • 3:32 Completing one-off phone calls

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