(Video) Setting Up Your Dialer

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

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

king 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 call