Power Dialer / Manual Actions 📞 💬

Standard Operating Procedure for Using the Instant Dialer

Objective

This SOP outlines the steps for utilizing the Instant Dialer feature to streamline manual calling processes for team members.

Key Steps

1. Accessing the Dialer 0:16

• Begin by accessing your smart list.
• Instead of manually clicking through contacts, prepare to use the dialer.

2. Understanding Dialer Tags 1:14

• There are two tags to be aware of:
  • Instant Dialer: Allows immediate action on the contact.
  • Delayed Dialer: Sets the action for three days later.

3. Tagging Contacts 2:12

• Ensure each team member has access to both tags.
• When a tag is applied to a contact, it will be removed automatically after the action is initiated.

4. Setting Up Team-Specific Dialers 2:48

• If the entire team is using the dialer, create individual workflows for each member (e.g., 'Instant Dialer John Doe').
• This allows for easy filtering by name.

5. Adding Tags to Contacts 3:10

• Search for the contact number you wish to call.
• Apply the appropriate tag (e.g., 'Instant Dialer Remy').

6. Accessing Manual Actions 4:27

• Navigate to the manual actions section to see the tagged contacts ready for dialing.

7. Filtering Contacts 6:02

• Use the filter option to find your specific tagged contacts quickly.

8. Initiating Calls 6:26

• Click 'Let's Start' to begin calling.
• Review the time zone information before proceeding.

9. Logging Call Outcomes 7:04

• After each call, log the outcome (e.g., 'No answer').
• Use the 'Next Lead' button to continue dialing.

10. Completing the Dialing Session 8:02

• Once all calls are completed, the system will prompt you to return to manual actions.

Cautionary Notes

• Ensure that the correct tag is applied to avoid confusion.
• Be mindful of time zones when calling contacts.

Tips for Efficiency

• Regularly check and update your smart list to ensure you are calling the most relevant contacts.
• Familiarize yourself with the tagging system to speed up the process.

Link to Loom

https://loom.com/share/902c7c393cad454d9b50e0b542e9c6b5

‍