Using the Power Dialer

      Using the Power Dialer


        Article summary

        The best way to call a large number of Leads quickly is by using the Power Dialer. The Dialer will call through a Smart View without you having to manually click into each Lead to call.

        Starting a Power Dialer Session

        To start a Dialer session, you’ll first want to build the list of Leads that you intend to call. You’ll need to first build a Smart View that contains the right leads to call. Once you have the list ready, select the Call button at the top and your Power Dialer session will begin.

        You’ll notice that the Power Dialer will automatically begin to dial the first Lead. If the call is answered, you’re able to take notes and make edits to the Lead before the dialer attempts to call the next Lead. Consider enabling your call recording and the Call Assistant to make writing notes a breeze, making sure you and your team don’t miss a single detail.

        New leads entering/leaving your Smart View

        The Power Dialer checks the Smart View every 5 minutes or less for leads entering or leaving based on its query. Leads get slotted in at the appropriate spot based on your Smart View's sort parameter.

        When a lead enters at the top of the Smart View, they will be called next. When a lead enters at the end of the Smart View, it will be called after the dialer has attempted to call all other leads. Similarly, leads that are no longer in the Smart View will be removed from the call queue.

        For example, if you have sort:-created (newer Leads appearing first) as part of the Smart View filters, the newest lead will automatically be one of the next leads that gets called.

        Share your Smart Views!

        The Power Dialer is designed to prevent reps from calling the same lead in a shared Smart View.

        Pausing a Power Dialer Session

        If you need to pause the Power Dialer for any reason, click the pause icon on the call bar. When you’re ready to begin calling again, just select Next Call.

        Resuming or Restarting a Power Dialer Session

        If you get pulled away completely from Close during a Power Dialer session, you can pick up where you left off by returning to the Smart View and selecting the option to Continue Calling. This will continue to call through any lead in the list that has yet to be called, or has not been reached in the last hour.

        Selecting Start from Scratch will dial all leads again, including any that leads that answered a recent call.

        Close Pro Tip: Add Search Filters for a Better Power Dialer Smart View

        If you don’t want to call anyone twice in one day, try adding the filter Calls → Date Created → is not: Today to prevent recently dialed leads from showing in the Smart View.

        Adjusting Your Power Dialer Settings

        While Power Dialing, your goal is likely to call as many leads as possible. We have two features that you can use to help you reach more people. In your Dialer dropdown menu, select Manage find the options to reduce your ring time, as well as share a link to your Dialer session.

        Reduced Ring Time

        By default, the Dialer will ring the first Contact on each Lead for 32 seconds. This will let the call ring long enough to play the voicemail greeting, giving you time to leave a voicemail message or pre-recorded voicemail drop.

        When you enable Reduced Ring Time, the dialer will reduce the ring time down to 20 seconds, decreasing the chance of hitting someone’s voicemail inbox. Since you’re spending less time per call, your call volume and reach rates should increase dramatically. The Reduced Ring Time option applies to both the Power and Predictive Dialers.