Dialer

Answer incoming calls in your browserWhen someone calls one of your numbers back and you have RealDialer open, the call rings in your browser first. A popup shows who is calling and lets you answer
Book an appointment during a callBook appointment shows your real free time for the next two weeks while the person is still on the phone. You pick a time, it is held for you, and you book it b
Call a contact with RealDialer from the CRMCall with RealDialer places one call to one contact straight from the CRM, through your RealDialer caller ID and audio. A small call bar stays on the page you a
Call my missed callsCall my missed calls puts everyone who called one of your numbers this week and was not answered onto a list named Missed calls, then opens the Dialer on it. Yo
Choose how many lines to dialLines are how many numbers the dialer rings at once on a predictive campaign. The first person to answer is connected to you and the other lines are released. M
Connect your audio through the browserStep 2 of the Dialer connects your own voice to the session. You talk through the browser on this computer with a headset, so no phone line or PIN is needed. Th
Fill in a lead sheet during a callA lead sheet is a short form your manager writes, filled in while the person is still on the phone. The answers file against the contact and the call, and land
Find your way around the live dialerOnce you start your session, the Dialer becomes the live call screen. It has three columns: your lines on the left, the person you are talking to in the middle,
Fix browser audio problemsIn a browser audio session, the audio bar on the Dialer tells you whether you can be heard. It reads Connected · headset live when all is well. Most problems co
Handle answering machines while dialingWhen a call reaches a voicemail box, RealDialer can leave your saved voicemail drop for you, hold the mailbox for your decision, or let you drop it yourself. Wh
Keyboard shortcuts for call resultsYou can pick call results and run the call from the keyboard. Numbers pick the eight results on the live screen, letters pick any result in the popup, and a few
Pause dialing or end a sessionYou can pause a session to take a break without losing your connection, hang up on just the person you are talking to, or end the whole session. Each does somet
Pick a campaign and calling passEvery session starts from a campaign. A campaign holds the lists you call and remembers every pass you have made through them. A pass is one run through the cam
Preview or predictive dialingEach campaign dials in one of two modes. Preview hands you one record at a time: you read it, then decide to call it or set it aside. It always runs at one line
Read the pre-call briefThe person's card on the live call screen tells you who you are talking to at a glance: their name, phone and property address, the list they came from, their l
Read your session reportThe moment a session ends, the Dialer shows a report of what you did: how many calls, how much talk time, who you reached and what every call ended as.
Redial after a hang up or missed connectionWith Redial turned on, a Redial button appears after a call drops or does not connect. One click calls the same number again as the only call. The dialer holds
Save a call resultWhen a call ends, the result popup opens by itself. You pick what happened, add a follow up time if the result needs one, and save. You can move straight on to
Save and stay on leadSave and stay on lead saves the call result but keeps the person on your screen instead of dialing the next one. Use it when you want to finish notes, book a ti
Set a goal for your sessionA session goal is your own target for conversations, appointments and leads in one sitting. The live dialer tracks each one against your real numbers, shows you
Start a calling sessionA calling session, also called a call block, is one sitting on the Dialer working a campaign. You build it in four steps: Audience, Connection, Preferences and
Take notes during a callThe Notes card sits on the right of the live call screen, so you can type while the person talks. Whatever you type carries into the result popup and saves to t
Text people who did not answerDuring a session, everyone whose call rang out, was busy or went to voicemail builds up in the People to text card. Each person has their own Text button, so ev
Use a script during a callYour calling script sits on the Conversation tab during a live call, with the person's details filled in. It shows one section at a time, with a switch between
Verify your callback phoneYour callback phone is the cell where people ring when they call your caller ID back and nobody answers in the browser. It is never shown to the people you call
What each call result meansRealDialer has one set of call results used everywhere, in the Dialer, on contacts and in Reports. Some count as a conversation, some as a lead, and some change
Why I cannot start a sessionThe review step of the Dialer runs every check before your first call. If the start button is greyed out, the heading and status pill on that step tell you exac
Why the dialer is not calling some contactsSometimes lines sit quiet even though contacts are left. That is usually the dialer following your rules, not a fault. Contacts can be held because they are res
Work a preview campaignIn a preview session the Dialer shows one whole record: the person, the numbers on file, the call history and the property. Nothing dials until you press the bu