HOW TO USE THE POWER DIALER
Adding Leads to the Power Dialer:
To add leads to the power dialer, simply add the 'power dialer' tag to a contact or bacth of contacts. This will add them to the calling queue (aka Power Dialer) found in 'Conversations' -> 'Manual Actions'. Once you've added this tag they will also be added to the 'Power Dialer' pipeline found in the 'Opportunities' tab.
Removing Leads from the Power Dialer:
To remove leads from the power dialer, simply remove the 'power dialer' tag. This can be done at the individual contact level or in bulk from the 'Contacts' tab. This will remove them from the calling queue and remove them from the Power Dialer pipeline. You can also manually remove leads from the queue by deleting them individually or deleting them from the Add to Power Dialer workflow. This won't remove them from the Power Dialer pipeline by default.
Call Dispostioning:
There are four call dispositions available at the end of a call. Below are the details for each:
No Answer Dispostion
No Answer Dispostion:
This option moves leads to the 'No Answer' pipeline stage in the Power Dialer Pipeline.
Busy Dispostion (Deal Lost)
Busy Dispostion:
This option moves leads to the 'Deal Lost' pipeline stage in the Power Dialer Pipeline.
Voicemail Dispostion
Voicemail Dispostion:
This option moves leads to the 'Voicemail Left' pipeline stage in the Power Dialer Pipeline.
Completed Dispostion
No Answer Dispostion:
This option moves leads to the 'Answered' pipeline stage in the Power Dialer Pipeline.
POWER DIALER WORKFLOWS
Workflows contain the processes used in Legendary Leads to automate tasks. You need at least one trigger and one action to create a workflow. Workflows are found in the 'Automation' tab. Below are the default workflows for the Power Dialer, found in the Power Dialer folder. You can add additional workflows to accomplish other tasks with the power dialer (like sending an SMS or voicemail drop based on a Call Disposition for example) or edit the ones below to your liking.
Trigger: 'Power Dialer' Tag Added
Action(s):
1. Add to Power Dialer Pipeline Lead In Stage.
2. Add to Power Dialer (Manual Actions).
Trigger: 'Power Dialer' Tag Removed
Action(s):
1. Remove from Power Dialer Workflow.
2. Remove from Power Dialer Pipeline.
Trigger: Call Status: Completed
Action(s):
1. Add to Power Dialer Pipeline 'Answered' Stage.
Trigger: Call Status: Busy
Action(s):
1. Add to Power Dialer Pipeline Deal Lost Stage.
Trigger: Call Status: No Answer
Action(s):
1. Add to Power Dialer Pipeline 'No Answer' Stage.
Trigger: Call Status: Voicemail
Action(s):
1. Add to Power Dialer Pipeline 'Voicemail Left' Stage.
POWER DIALER SUPPORT
If you are missing workflows, or need support for your power dialer, email support@trijohnson.com or fill out a support ticket by clicking here!