The Dialer Menu houses the table showing the number of calls made and the call results, the follow-up queue, the outgoing and incoming activities, and the dialer sessions.
To access the Dialer Menu, click Dialer.
Filter the calls by team member by clicking the "Showing All Calls" option at the top.
You may also modify the date range by clicking the date filter beside the team member filter.
View all outbound calls by clicking Outgoing Activity at the bottom of the dashboard.
View all inbound calls and texts by clicking Incoming Activity.
Dialer Sessions are made when you call more than 1 contact. To view all your Dialer Sessions, click Dialer Sessions. Click each call session to view the calls made during that session.
The follow-up queue is on the right side of the screen. Search for contacts using their name, phone number, or property address.
You may filter the follow-up queue by the person who last called them. Click "Team Follow-Up Queue" and select the name of your team member.
You may call someone from the follow-up queue by clicking the call button next to their information. If you wish to remove them from the follow-up queue, view the contact details, or view the property information that the contact is associated with, click the three dots beside the call button to access the View Property, View Contact, and Remove from Foll-Up Queue options.
You may also click View Note beside the "last called date" to see the last call summary.
Instead of making one-off calls, you may call all the contacts in the follow-up queue by clicking Start Session.