Unknown dynamic text

Unknown dynamic text

Lesson checklist

Introduction To List Dialing
How To Setup List Dialing
Introduction To Auto Dialing
Customizations To turboDial

Lesson information

The List Dialing feature allows you to load an Infusionsoft Saved Search of Contacts or Opportunities into the turboDial app to save significant time as you make your calls. With List Dialing you can work completely within the turboDial app rather than switching between turboDial and Infusionsoft.
List Dialing supports Contact and Opportunity Saved Searches.
Loading an External List
It is not possible to load a list into turboDial from any source other than Saved Searches in Infusionsoft. So, for example, you cannot load your excel .csv file directly into turboDial. Instead, import it into Infusionsoft and create a Saved Search in Infusionsoft for that list. Then after you have re-launched turboDial that list will appear in the List Dialing selector and you can load it into turboDial.
Configure List Dialing

The List Dialing controls appear in the bottom-right quadrant of the turboDial panel, formerly occupied by the dial-pad. The steps to activate List Dialing are:
1. Choose a Saved Search from the selector. All of your Contact Saved Searches and Opportunity Saved Searches in Infusionsoft will appear in the selector. You can quickly find the specific list you want by typing a portion of its name in the selector window.
2. Press the Load button. The number of contacts in the list will be displayed and a pair of Right-Left arrows will be enabled in the contact dialing quadrant.
To unload the current list choose the “Saved Search” label at the top of the selector and then press the Load button.
Navigating a List
When a list is loaded a pair of Right-Left arrow buttons will be enabled in the contact dialing quadrant. After loading a list press the right arrow to move to the first contact in the list. From that point you can move forward or backward in the list with these arrows.
You can also jump directly to a position in the list by entering the position index in the “Jump to #:” field and pressing the Enter key.
Enable Auto Dial
When Auto Dial is enabled turboDial will automatically transition to the next contact in the list and dial their number, and that transition will occur immediately after you save a Note or Call Outcome after a call. To enable Auto Dialing move the switch to On; move it to Off to disable it. Note – the first call after loading a list must be started manually, and subsequent calls will be Auto Dialed.
Auto Dial will stop if the last call placed was to the contact at the end of the list.
You can also place calls manually when this feature is enabled, by pressing the Call button. For example, if an Auto Dialed call did not succeed and the contact has an additional phone number available you can choose that number in the Phone Number selector and press the Call button to dial it. Then once you have completed your attempts to reach the contact you can save a Note or Call Outcome and the Auto Dial feature will resume and automatically call the next contact.

Lesson downloads

© AI Powered Recruiter