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Setting up your Basic Dialer
Setting up your Basic Dialer

These are the instructions if you chose the basic dialer plan option

Danielle Bond avatar
Written by Danielle Bond
Updated over 4 years ago

Step 1: Settings> Phone Dialer & Call Queues
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Step 2: Set up your click to call & call recording on the first tab.

Step 3: Caller ID tab.  Add your phone numbers. You must complete the verification call. You can also assign specific numbers to specific area codes CLICK FOR INSTRUCTIONS

Step 4: Create Call Queues. CLICK HERE FOR VIDEO TUTORIAL 

Step 5: Create Automated Workflows to add or remove leads & clients from call queues automatically. CLICK HERE FOR VIDEO TUTORIAL 

Click HERE for frequently asked questions.

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