What does the power dialer do?#
The power dialer turns a list of contacts into a calling session you work top to bottom. It shows one contact at a time with a link to their record, places the call when you press Call, and moves on as soon as you log how it went. Sessions keep their place, so you stop at lunch and press Continue after.
- 500contacts a single call list holds
- 7one-tap call outcomes
How do I start a calling session?#
Start your first call list
Step 1: Set the phone the dialer rings
In CRM → Settings → Phone, fill Dialer rings this phone first with your mobile or desk number inOpen Phone settings+15551234567format, then press Save provider settings.Step 2: Build the list
Save a smart list in Contacts (for example, leads taggedOpen Contactsquote-sentwith no reply), or use a pipeline stage such as Qualified.Step 3: Start calling
Open CRM → Phone, pick the list under Call, choose the Caller id number, and press Start calling.Open the dialerStep 4: Call and log
Press Call. Your phone rings; pick up and Agent Studio connects the contact. Type a Note and tap the outcome to load the next contact.
What happens when I log a call outcome?#
Each outcome is saved on the session, and any note you type is added to the contact's record as Dialer: followed by your words, so the whole team sees it.
| Outcome | What Agent Studio does |
|---|---|
| Connected | Logs the conversation and moves to the next contact |
| No answer | Logs the attempt so you see who to try again |
| Left a voicemail | Logs the voicemail against the contact |
| Busy | Logs the attempt and moves on |
| Wrong number | Logs it on the session results so you fix the record |
| Asked not to be called | Turns on call do-not-disturb for the contact, so no future list includes them |
| Skipped | Moves past the contact without a call |
Can a workflow build call lists for me?#
Yes. The Power Dialer List step builds a session from a smart list, a pipeline stage or the contact a workflow is about, and assigns it to a teammate by email. Run it every morning on a schedule and your reps open CRM → Phone to a fresh list.