How To Execute Preview Dialing?

Steps For Administrator

Steps For Users

Step 1

Select the plan that best fits their calling needs

Step 2

Purchase Plan

Step 3

Provide caller with their login info

Optional - Step 4

Provide caller with their login information

Optional - Step 5

Create company calling scripts

Optional - Step 6

Create company email scripts

Step 1

Select the plan that best fits their calling needs

Step 2

Purchase Plan

Step 3

Link CRM/ATS integration (if applicable)

Step 4

Set-up Caller ID display and correct time zone

Step 5

Import List (leads, referrals, cross-selling, win-back, current customer, or any other type of lead or contact)

Step 6

Create Scripts and Emails

Step 7

Create Campaign

Step 8

Start Calling

Step 9

View Reports