Dialer Pro - Dialer

Navigate to the Dialer Screen:

Click the

button at the top taskbar.

Purpose of the Dialer Screen:

This screen is the Dialer screen that agents use to call the clients from the loaded list of client names and phones.

What you see in the Dialer Screen:

Automatic Dialer tab opens the main screen for the Automatic Dialer.
Callbacks tab allows the agent to go to his/her callbacks.
Lead / Callback Form is used during lead creation / editing.
Notepad allows the agent to save general notes if needed.
Campaign allows the agent to select the designated campaign to call from.
The smiley face allows the agent to hide the leads field that contains his leads and their status.
The Name, Address and City, State Zip fields contain the current clients information.
Call Backs allows the agent to go to his callback. It will turn red if there is callbacks due.
Start Dial allows the agent to start the dialing process.

How to use the Dialer Screen:

Lead Generation from the Automatic Dialer by the Agent.
Click on Start Dial.
Select the required campaign from the Campaign drop box menu.
Click on Click here to Start Dial that will appear directly below Campaign after the selection of the campaign to begin dialing.
Proceed to Phone Call Disposition by the Agent Screen.
Notepad Management by the Agent.

Click on Notepad.
Callbacks Management by the Agent.
Click on Callbacks.
Proceed to Callback management by the Agent Screen.

Purpose of the Phone Call Disposition by the Agent Screen:

This screen is used by the agent during the disposition phase of the call. When the agent clicked Click here to Start Dial the dialer starts the dialing process. After 5-10 seconds the agent are connected to a potential client from the loaded listing (See dialer campaigns and listings). The agent will use this screen to disposition this call.

What you see in the Dialer Screen:

Automatic Dialer.
Campaign selection.
Manual Dialer.
Current client information.
The smiley face allows the agent to hide the leads field that contains his leads and their status.
N/G - Not Good - lead disposition.
Spanish - Spanish speaking client lead disposition.
Lead / CB - lead/callback - potential good lead disposition.
****Play Msg -****
DNC - Do not call list client disposition.
Call Mgr - allows the agent to notify his manager that he needs help.
Pause - allows the agent to pause the dialer for about 30 seconds.
Call Backs - takes the agent to his callbacks. This button background will turn red if there is callbacks due.
Stop Dial will stop the dialer and take the agent back to Automatic Dialer Screen.
Those fields allow the agent to control the sound and the microphone volume levels.

How to use the Dialer Screen:

Disposition a client according to the situation:
N/G - Not Good - This disposition is usually used to disposition disconnected, fax or business numbers.
Spanish - Disposition Spanish speaking clients here.
Lead / CB - This button disposition the lead to the lead/callback form where the agent can send the lead to validation or to his callbacks.
DNC - Disposition clients that you do not want to call again here.

Note: Call disposition via N/G, Spanish and DNC will disposition the current phone call to the selected disposition and the dialer will connect the agent with the next call.

Note: Disposition the current phone call as a Lead / CB will open the Lead/Callback Form.

Purpose of the Lead / Callback Screen:

This screen is used to create and/or modify a lead.

The agent sees this screen when he clicks on Lead / CB at the disposition options at the Phone Call Disposition by the Agent Screen in the Dialer during the dialing process. This screen is also used to edit and disposition a callback lead from the agents callback window.

What you see in the Lead / Callback Screen:

Lead/Callback form tab.
Company selects the company.
Customer name and title.
Marital status field.
Years in home field.
Client address, zip, city and state fields.
Client phone field.
Product opens the product list.
Date / Time opens the appointment date and time calendar.
Send email to customer - sends the email.
Agents notes.
Edit Address allows the agent to edit the fields that are locked for editing.
Lead! Send to Manager is selected when the agent is ready to send the lead to

validation.
Set for Call - Back sends the lead to the agents callbacks.
Not Interested disposition the lead as not interested.
NG disposition the lead as not good.
DNC disposition the lead as do not call.
Save is the second stage of the lead disposition. It is used to confirm disposition

selection.
Disconnect allows the agent to disconnect the phone call.

How to use the Lead / Callback Screen:

Process a good lead and send it to validation (room manager).
Select the company by clicking on Company, if not already selected.
Select the marital status.
Fill the years in the house.
Double check clients information in fields 10 - 14. To change those fields click on Edit

Address, edit the information as necessary and click on Edit Address again to save changes.
Click on Product to select the relevant from the product list.
Select appointment date and time by clicking on Date /Time.
You can choose a pre-made template from a list of email templates and send it to the

client by clicking on Send email to client.
write the notes.
Click on 1 Lead! Send to Manager.
Save will turn into Its a Lead! Send to room manager, click on it.
The lead will appear in validation screen for the room manager to approve.
Process a potential lead and send it to callbacks.
Click on Product to select the relevant from the product list.
Select appointment date and time by clicking on Date /Time.
write the notes.
Click on 2 Set for Call - Back.
Save will turn into Send to Callback, click on it.
The lead will appear in the Agents callbacks screen.

Purpose of the Callback management by the Agent Screen:

This screen is used by the agent to manage his callbacks. The agent can add a new callback, modify an existing one and call callback clients from this screen.

What you see in the Callback management by the Agent Screen:

Callbacks tab.
Callbacks list.
Go to today will select today's callbacks in the callbacks list.
Edit Callback will edit the selected callback.
New Callback creates a new callback for the agent.
Next Callback moves the callback selection to the next callback.
Reschedule allows the agent to reschedule the callback to 24 hrs from the time the agent pressed on reschedule.
Call allows the agent to call callback clients manually.

Note: You can type a phone number manually in the field above the Call to Call that number.

How to use the Callback management by the Agent Screen:

Edit existing callback.
Click on Edit Callback.
Make the necessary changes. To edit gray fields click once on Edit Address, edit the information and click on Edit Address again to save the changes.
Disposition the call. Select one of the available disposition options and confirm disposition.
Note: Read more in the Lead / Callback Screen.
Manually create a new callback.
Click on Callbacks.
Click on NEW Callback.
Type in the clients information. The fields marked with * are required.
Click on Product to select the relevant from the product list.
Select appointment date and time by clicking on Date /Time.
Write the notes.
Click on 2 Set for Call- Back.
Save will turn into Send to Callback, click on it.
The lead will appear in the Agent's callbacks screen.

DialersPro.com - Paperless Marketing System

Dialer Pro - Dialer