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 a week ago

Step 1: Settings> Phone Dialer & Call Queues

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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