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How to Use the LionDesk Power Dialer

Please follow the instructions below to use the LionDesk Power Dialer

  1. On the navigation bar, click on "Contacts"           
  2. Optional: Filter the contacts you want to call by using the the "Filter Contacts" options. 
  3. Next to the name of the first contact, check mark the box
  4. Continue selecting each contact to call or select all showing by following these steps: Check mark "All Contacts Showing Below" from the box that will appear on top of the contacts table
  5. Click on "LionDesk Power Dialer (Beta)"
  6. The Dialer will open in a new window. (Expand that window)  
  7. On top left corner, click on "Start Session"    

  8. The Dialer will call your cellphone. Your call list will populate under "Contact List" as well as the personal "Profile" will appear to the right of the screen.
  9. To start dialing contacts, click on "Start Next Call"  
  10. The Dialer will then try to connect you to the Client

  11. You can do anything when on the call, such as adding comments, tasks and emails while on the call.

  12. Once the call is completed click on "End Current Call" 
  13. Again, take this time to update your comments, add tasks, etc.

  14. To move to the next call click: "Start Next Call"
  15. To skip a client, click "Skip Call"  
  16. When you're all done, click "End Session"  

 

Please note: The dialer will suspend after 2 minutes of inactivity and automatically hang you up (in order to save you $).

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