The dialer allows users to complete out-calls via a Mobile Dialer that is designed to stay within federal compliance. The kvCORE Mobile App, and kvCORE Desktop access are tied together so information can be easily found in either place! This makes it easy to complete call lists on the go in a vehicle, while awaiting appointments or anywhere you may be out and about.
The dialer is accessed via the tab at the bottom of your app screen:
1. Settings - Note: You can save different settings for individual lists.
-Call Countdown - When you are dialing a list, the time after your call disposition is inputted will count down in seconds until the next call starts. If you select 'Manual' you'll need to use the dial now or skip button to move to the next person in the list. If immediate is selected, then as soon as you tap 'Dial' on a list the call will begin without you reviewing lead details.
-Post Call Notes - Create/enter, and then select note options. These notes can be added with one-tap after your call, so you don't need to tap in the same notes over and over again.
-Post Call Tasks - Create/enter, and then select tasks. These tasks can be added with one-tap after your call, so you don't need to tap in the same tasks over and over again.
-Default Text Message - Select a text message template to act as your default message. You can send this with one tap after your call.
-Default Email - Select an email template to act as your default email message. You can send this with one tap after your call.
2. Custom Lists - These are lists of people that you create based off of chosen criteria. You save your criteria as a 'filter' similar to Smart CRM Filters. Those filters/lists can be dialed at any time.
3. Standard Lists - These are call lists that are built into kvCORE. If you have past due calls, or calls to make today, or quickly want to dial your active leads, these list shortcuts will help you hammer out your daily routine.
4. Dialing Summary - This is a report on the calls you've made. You can review dialing sessions from the last 25 days and view the following information for each call:
-Day of the week.
-What list was called.
-Number of leads called.