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  2. Team Dialer

Team Dialer

  • How do I dial into the phone bridge to make calls?
  • How do I skip over someone I do not want to dial?
  • How do I re-check all unchecked boxes at once?
  • How do I move my fields/columns around in My Session?
  • How do I schedule a dialing session?
  • How do I cancel a dialing session?
  • How do I reschedule a dialing session?
  • How to dial in using the Call Me feature?
  • How do I run dialing reports?
  • How do I export dialing reports?
  • How can I use the List Name Column to run reports?
  • How do I initiate a Dialing Session?
  • How to disposition a call?
  • How do I set up the Dialing Instructions?
  • How do I get the CRM window to open automatically?
  • How do I sort my Call List?
  • How do I make International calls?
  • What are the different options to save and dial the Referral record?
  • How do I set the character limit for Call comments in the Call Disposition window?
  • Where can I view the Current Call List names in My Session?
  • How do I setup the filters to import CRM records?
  • How does ZigZag dialing work?
  • How do I archive an uploaded Call list?
  • How do I unarchive an archived Call List?
  • How do I delete a Call List(s) from the My Lists tab?
  • How do I export a Call List from the My Lists tab?
  • How do I transfer a List to a Team Member?
  • How to create a Team for Managers?
  • How to edit a Team?
  • How to delete a Team?
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