📞 Auto dialler

The Auto-Dialer simplifies your daily sales calls, whether for cold outreach or follow-ups. Easily find the leads you need and combine it with a saved filter to start dialing your call list effortlessly!

Getting Started with the Auto-Dialer

Access the Auto-Dialer

1. Navigate to your Lead home within the 3sigma CRM app.

2. Tap the Auto-Dialer button on right top to initiate the calling process.

Filter Your Leads

• Before starting, filter your leads based on specific criteria (e.g., location, status, priority) to ensure targeted outreach.

Review Lead Information

• Once the Auto-Dialer is activated, you’ll have a moment to review the relevant lead details, including:

  • Previous interactions

  • Notes

  • Current status

• After the call disconnects, you have some time to review (typically 30 seconds), but you can increase or decrease it to suit your work style. After the timer reaches zero, the next lead number will be dialed automatically.

---

Why Use the Auto-Dialer?

• Automatic Calling: No need to copy or enter numbers manually—calls are dialed automatically, allowing you to focus on the conversation.

• Effortless Call Logging: Forget about manual logging; it’s done for you, so you can concentrate on engaging with leads.

• Next Call Prep: After each call, take a brief pause (default 30 seconds, adjustable to 15 seconds) to prepare for the next lead.

• Seamless Calling: Make calls one after another without interruption. Stay in the conversation flow and maximize productivity.

• Flexible Options: Easily pause, end, or skip leads to adapt your workflow as needed.

• Combine with Automation: Pair the Auto-Dialer with automation features for a truly powerful sales experience.

• Increased Efficiency: Spend more time engaging with leads and less time dialing!

• Reduced Errors: Minimize misdialing and target your outreach effectively, enhancing the quality of your calls.

The Auto-Dialer transforms your calling process into a streamlined, efficient experience!