Getting started

  1. Accept a team inviteWhen an account owner or manager adds you to their RealDialer workspace, they send you an invite link. Opening it lets you set your password and activate your s
  2. Accept the calling termsThe RealDialer calling terms explain that you are the caller, responsible for the calls you tell RealDialer to place. You accept them before you can dial. You a
  3. Bring back the setup checklistIf you closed the Start calling checklist and want it back, you can reopen it from the Support page. It returns as your Overview screen with your progress intac
  4. Change the Overview date rangeThe date range on the Overview decides which days the four stat cards, the activity chart and the funnel cover. Every card compares your range with the same num
  5. Find your way around the appThe left menu takes you to every main part of RealDialer: Overview, Dialer, Upgrades, Campaigns, Lists, CRM, Numbers, Recordings, Reports and Gear. Some account
  6. Make your first callsOnce your leads, numbers and first campaign are in place, you make calls from the Dialer. The Dialer walks you through four short steps, then connects your audi
  7. Pick a headset and desk gearThe Gear page lists the headsets and desk equipment the RealDialer team dials on, with the reason each one is on the list. Nothing there is required. A laptop m
  8. Reset your passwordIf you forget your password, RealDialer emails you a link to set a new one. The same steps work if you just want to change your password, because there is no se
  9. Sign in to RealDialerRealDialer runs in your web browser at app.realdialer.com. You sign in with the email address and password on your RealDialer login. After the password is check
  10. Sign the Customer AgreementBefore you can use RealDialer, you read and sign the RealDialer Customer Agreement and Terms of Service, which include the Privacy Policy. You sign by typing yo
  11. Switch between workspacesIf you belong to more than one RealDialer workspace, for example your own account and a team you call for, you can move between them without signing out. Each w
  12. Tasks, callbacks, funnel and next list on the OverviewBelow the stat cards, the Overview has panels that tell you who is waiting on you and where to put your next call block.
  13. Use light or dark modeRealDialer can show in a light theme or a dark theme. Pick whichever is easier on your eyes during a long call block.
  14. Use the Start calling setup checklistA new account opens on a Start calling screen instead of the dashboard. It lists the three things that stand between you and your first call, and checks each on
  15. What the Overview page showsThe Overview is the page you land on after you sign in. It shows how today is going, who you promised to call, how your chosen date range compares with the days
Version 1.0.357