How to Manual Click Dial
With this method, agents initiate the phone call by clicking the “dial next number” button so the agent will have compete control when the lead is called. You will hear the phone ring and hear the lead answer the phone and say “hello” like a typical phone call.
Login to the Agent Screen
using your agent credentials.
You will automatically see a “Dial Next Number
” button appear on the left side of the Agent Screen. Click the “Dial Next Number
” button to dial a lead.
You may hear one of the following:
- live human answered call
- answering machine or voicemail
- phone ringing and no answer
- busy signal
- disconnected message
If you receive a live human answered call, the following information will appear:
- Lead phone number
- Lead ID
- Call duration
- Lead contact time in their time zone
- Lead information on Customer Information Tab will appear
- Notification on bottom right
- Script or form may appear automatically if manager setup
Click on the image below to view an enlarged version.
Read script, if applicable, and modify lead information via the customer information tab or form tab if necessary. Note: Customer information is modifiable during a call and while an agent is in the disposition screen. Once the disposition has been submitted, the lead’s information is no longer modifiable.
Hangup and disposition the call. When the call is complete, click on the Hangup Customer
button on the left side to display the dispositions or statuses.
Click on the desired disposition and click Submit
You will be returned to the main screen to continue to make calls.