Dialer Suggestions
J
Jessica Aguirre
Hi! I wanted to share a couple of suggestions that I think would really improve the dialer experience:
Disposition notes: Every time a call is made, especially with double or triple dials, the disposition creates a long message that takes up a lot of space in the notes section. If we’re calling the same client multiple times over several days, this can quickly create 20–30 unnecessary entries and make it difficult to see our actual notes. It would be great if these could be shortened or condensed.
Dial session tracking: When selecting, for example, 20 contacts to dial, it would be really helpful if the dialer showed our progress during the session such as “Contact 15 of 20” and also tracked the total number of dials made during that session. This would make it much easier to know how many contacts we’ve already gone through and how many are left.
I think both of these would make the dialer much cleaner and easier to use, especially for high-volume calling.
T
TheRaskinAgency
Agreed! I also brought up being able to click skip if you didn't want to dial a particular Prospect for some reason. Right now you have to dial it and then quickly hang up which sometimes leads to a call back from the same person you just spoke to and didn't want to call again:-)
G
Gregory McKinley
I have brought this up before where you have a counter