The dialing session can be initiated only from the My Session tab. Please dial into the Phone Bridge to click the Start Session button.
After clicking the Start Session button, the 'Before You Begin’ window will pop up. This allows you to select the starting point from where to begin the session and the time zones you want to dial.
From The Beginning – Choose ‘From The Beginning’ to start at the beginning of your list.
Where I Left Off – Choose if you would like to start your session exactly where you left off during your last session. When using this, you want to make sure you have not reloaded your list.
From Row – Allows you to choose which row number you want to start dialing from. (if you are not choosing all time zones, the numbers before you click start session and after you start session could be different depending on which time zones you choose.)
Dialer Setup – This section will brings the following settings information that you have configured for the active report/call list in the Import New List/Add Record from CSV window, during prospects upload from My Lists. You can change the settings as needed, before starting the session.
- Caller ID
- Sort By
- Call Instructions
To dial International calls, select the Time zone ‘International’. A confirmation message will be displayed as shown below:
Click OK to proceed to dial the list. After which, all the other U.S. Time Zones will be disabled or grayed-out to restrict dialing records in other time zones.
Call Instructions – Here you will see what you have recorded in the List Dialing Settings window in the My Lists tab for that call list. These are for the dialing agents to use when asked by Operators or Gatekeepers, who you are, where you are calling from, or why you are calling during a Team Dialer session.
NOTE: The Dialer Setup section will be ‘blank’/’unselected’ when initiating a dialing session for the TruCadence prospects (imported from TruCadence » Pending Calls tab) and allows to configure the required settings prior to dialing.
The Call Instructions is a mandatory field and hence a valid dialing instructions must be provided. If this field lefts ‘blank’ and when clicking the Begin Dialing button, an alert message below will be displayed. Click OK and enter the instructions to pass through.
Click on the Begin Dialing button to start the dialing session. An email notification will be sent to your manager's registered Email ID, upon starting the session. Please refer to How do I get notified when my team member initiated a dialing session? for detailed information.
NOTE: The below alert messages will be displayed on different scenarios, when clicking the Begin Dialing button:
a. When selecting International Caller IDs (Custom Caller ID) for US Timezones, the below alert message will be displayed when clicking the Begin Dialing button:
b. When selecting US Caller IDs (Custom Caller ID) for International Timezone, the below alert message will be displayed when clicking the Begin Dialing button:
Click Cancel to cancel this process.
Once you have clicked the Submit button, the dialing session will be initiated and the contacts in the list will start to be dialed by the dialing agents.
During the session, the rows are highlighted in different colors based on the status of dialing, which are shown below:
|Orange||Prospects being dialed by the dialing agents|
|Green||Current transferred call|
|Light Gray||Dialed but not connected|
|Gray (Phone Number with bold)||Connected calls during the session|
|White||Has not been dialed yet|
Once the call is transferred (from a dialing agent), the Call Disposition popup window will open.
Please contact ConnectLeader Support for any questions at firstname.lastname@example.org or 603-952-2505.