Please follow the instructions below to use the LionDesk Power Dialer
1- On the navigation bar, click on "Contacts"
2- Select the contacts you want to call by selecting the check mark box to the left of the contact
- Optional: Filter the contacts you want to call by using the the "Filter Contacts" options.
3- Click on "LionDesk Power Dialer (Beta)"
4- The Dialer will open in a new window. (Expand that window)
5- On top left corner, click on "Start Session"
6- 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.
7- To start dialing contacts, click on "Start Next Call"
8- The Dialer will then try to connect you to the Client
- You can do anything when on the call, such as adding comments, tasks and emails while on the call.
9- Once the call is completed click on "End Current Call"
- Again, take this time to update your comments, add tasks, etc.
10- To move to the next call click: "Start Next Call"
11- To skip a client, click "Skip Call"
12- When you're all done, click "End Session"