In this video I will show you how to access the OfferBolt Single Line Dialer Workflow, how it works and how to use it.
The objective of this video is to show the users how to effectively manage your call calling, to ensure efficient and organized calling processes.
Cold Call Single Line Power Dialer
Accessing Workflows:
Workflows can be accessed from multiple pages within the platform.
Automatic Call Workflow:
Calls start automatically when the workflow is initiated.
Calls are made consecutively, connecting to each call one after the other.
Control the call rate to ensure manageable volume.
Tag calls appropriately for tracking and follow-up.
Setting Up Automatic Workflow:
Start with a small list to test and adjust.
Calls are recycled automatically.
Set specific calling windows for efficiency.
Monitor progress through icons and next execution dates.
Manual Call Workflow:
Calls are made one at a time from your computer.
No need for call dripping, as calls are manually initiated.
Tag calls and manage progress through manual actions page.
Key Features of Manual Workflow:
Each user has a designated number for calling.
Tag calls appropriately for tracking and follow-up.
Execute or cancel calls as needed.
Best Practices:
Start with manual calls for beginners to get familiar with the process.
Tag calls accurately to avoid redundant calls.
Utilize the manual actions page for call management.
Overall Benefits:
Both workflows offer efficient ways to manage and track calls.
Automatic workflow is suitable for high call volumes.
Manual workflow provides more control over individual calls.
Conclusion:
Understanding and utilizing both call workflows can enhance calling efficiency and effectiveness.
Experiment with different settings and volumes to find the optimal workflow for your needs.