How to Setup Preview Dial
Preview Dial allows the agent to see the lead’s information before dialing the lead manually. Note: This feature works only in the Manual dial method.
Login to your manager portal using your Admin credentials.
Click on Campaigns
and then Campaigns Main
in the left menu.
. Select the Campaign that you would like to enable Preview Dial and click the Modify
button for that campaign.
Go to the Dial Settings
and expand the section by clicking on the plus sign on the bottom right hand corner of the section to view the Manual Preview Dial
Select the desired Manual Preview Dial
option from the drop down:
– Allows the agent to preview the lead and gives the option to either Dial Lead
or Skip Lead
and move on to the next lead.
– Allows the agent to preview the lead before dialing the lead by clicking Dial Lead
Scroll to the bottom of the Dial Settings
and click Save Changes.
Upon login, your agent will need to enable preview dialing to utilize the feature.