Run your first dialing session
To run your first dialing session, open your list, choose Call this list from the Lists menu, check the settings in Start Calling and press Start Calling. Then press Hit Go — Start Calling. The power dialer calls one person at a time from your browser. After each call, tap what happened, and the next call follows.
Before you start
Section titled “Before you start”- The power dialer is included in the Max and Enterprise plans and in the free trial. See plans and pricing.
- Your workspace has at least one phone number. An Admin or Manager gets one in Settings › Phone. See Phone numbers.
- A headset or your computer’s microphone, and a browser that is allowed to use it.
- A list with phone numbers, for example the one you imported.
- Open ProspectingView in the side menu and open your list as a tab.
- Press Lists, then Call this list. You can also press Start calling this list in the grid toolbar to call the rows on screen. Start Calling opens.
- If you see Get ready to call, work through the checklist: allow your microphone, and ask your Admin to set up numbers if needed. Press Skip for now only if you understand the warning.
- Under Who you’re calling, check the list. By default, people you called recently are left out; switch on Include everyone to call them too.
- Under Recording & voicemail, leave Record calls and Voicemail drop off unless you have the consent they describe. See Call recording and consent.
- Press Start Calling. The console opens with Ready when you are.
- Check your microphone and speaker, then press Hit Go — Start Calling.
- Talk to the person who answers. When the call ends, tap what happened on the outcome tiles. One tap sets the outcome.
- If you spoke with someone, calling pauses so you can write a note. Press Resume to go on.
- Press Pause to take a break, or Stop session when you are done.
What happens next
Section titled “What happens next”When the session ends you see a Session summary: how long you called, how many people you dialed and reached, your talk time, and a count of each outcome. Outcomes that create follow-up tasks put them in Tasks.
Troubleshooting
Section titled “Troubleshooting”It says “Microphone not available”
Section titled “It says “Microphone not available””Your browser is blocking the microphone, or no microphone is connected. Allow microphone access for ProspectingView in your browser’s site settings, check your headset, and try again.
It says “There’s no number to call from yet”
Section titled “It says “There’s no number to call from yet””Your workspace has no phone number. An Admin or Manager can get one in Settings › Phone.
It says “Waiting for the next call window”
Section titled “It says “Waiting for the next call window””Everyone left on the list is outside their calling hours or has a callback scheduled for later. The dialer waits until someone can be called. See Calling hours and do-not-call.
I don’t see Call this list
Section titled “I don’t see Call this list”Starting a dialing session needs a role with calling access and a plan that includes the power dialer. Ask your Admin.