The One-Off Call feature allows users to make calls immediately to individual prospects through Click Dialer.
You can make a call from the following tabs/screens by clicking the Green Phone icon .
- Cadence » Pending Calls tab
- Cadence » Accounts tab » Prospects tab » Total status (on the floating toolbar, when hovering over a prospect)
- Cadence » Cadences tab » View Cadence » Prospects tab » Active status (on the floating toolbar, when hovering over a prospect)
- Cadence » Cadences tab » View Cadence » Emails tab » Active status (on the floating toolbar, when hovering over a prospect)
- Cadence » Cadences tab » View Cadence » Calls tab » Active status (on the floating toolbar, when hovering over a prospect)
- Prospect View
Below you can find how to dial your prospects through Click Dialer.
- Click on the Green Phone icon next to the prospect’s contact number that you want to call.
- The Prospect View screen will pop up with the Click Dialer section.
- The We Can Call You pop-up window will appear. Enter your phone number and click Call me to have Koncert call you. Once you have answered your phone, you will be connected to the Phone Bridge.
If you do not want to use the Call Me feature, you can dial the number and enter the access code as shown in the Click Dialer popup window to dial into the Phone Bridge.
- The phone status will turn Green circle and will start to dial your prospect.
- Upon clicking the Dial icon in the Prospect View window » Actions section, Click Dialer places your call.
NOTE: If the respective prospect is assigned to a Cadence with ‘Call Touch’ and logged in the Pending Calls tab for execution, then the confirmation message below will be displayed when clicking the Green Phone icon or Dial icon.
Click ‘Yes’ to mark the Call Touch as completed and to place the call through Click Dialer or click ‘No’ to cancel the process of dialing through Click Dialer.
Also, the calls made through Click Dialer will be accounted for and displayed in the Prospect View » Activities section and Reports » Call section.
- When the call is completed, click the Hang-Up icon , and select a call outcome from the Call Result dropdown.
- Click the Save button to save the call outcome and close the window. The notification below will be displayed:
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.