The dialing session can be initiated only from the My Session tab. Please dial into the Phone Bridge to click the Start Session button.
After clicking the Start Session button, the 'Before You Begin’ window will pop up. This allows you to select the starting point from where to begin the session and the time zones you want to dial.
From The Beginning – Choose ‘From The Beginning’ to start at the beginning of your list.
Where I Left Off – Choose if you would like to start your session exactly where you left off during your last session. When using this, you want to make sure you have not reloaded your list.
From Row – Allows you to choose which row number you want to start dialing from.
NOTE: It is not recommended to make any changes in your List Settings when choosing the From Row field.
Dialer Setup – This section will bring the following settings information that you have configured for the active report/call list in the Import New List/Add Record from CSV window, during prospects upload from My Lists. You can change the settings as needed, before starting the session.
- Caller ID
- Sort By
To dial international calls, select the Time zone ‘International’. A confirmation message will be displayed as shown below:
Click OK to proceed to dial the list. After which, all the other U.S. Time Zones will be disabled or grayed out to restrict dialing records in other time zones.
NOTE: The Dialer Setup section will be ‘blank’/’unselected’ when initiating a dialing session for the Cadence prospects (imported from Cadence » Pending Calls tab) and allows to configure the required settings before dialing.
Click on the Begin Dialing button to start the dialing session. An email notification will be sent to your manager's registered Email ID, upon starting the session. Please refer to How do I get notified when my team member initiated a dialing session? for detailed information.
NOTE: The below alert messages will be displayed on different scenarios when clicking the Begin Dialing button:
a. When selecting International Caller IDs (Custom Caller ID) for US Timezones, the below alert message will be displayed when clicking the Begin Dialing button:
b. When selecting US Caller IDs (Custom Caller ID) for International Timezone, the below alert message will be displayed when clicking the Begin Dialing button:
Click Cancel to cancel this process.
On clicking the Begin Dialing button, the dialing session will be started.
NOTE: A confirmation message below will be displayed when selecting the starting point either Where I Left Off or From Row in the Before You Begin window, after reinitiating the dialing session with changes made in the Dialer Setup section.
Click OK to begin the diaing session from Row 1 or click Cancel to continue the dialing from the selected starting point.
During the session, the rows are highlighted in different colors based on the status of dialing, which is shown below:
|Green||Current call with the prospect|
|Gray (Phone Number with bold)||Phone numbers that have been dialed during the session|
|White||Has not been dialed yet|
If you have enabled the option ‘Auto open Call Disposition popup for each dial’ in the Settings » General tab, the Call Disposition popup window will open once the call gets initiated. If you do not have this enabled, you will need to manually click on the QNotes icon to bring up the Call Disposition popup.
The Call Disposition popup is used to disposition the call.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.