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Questions & Answers
I don’t understand the purpose of one of the turboDial buttons.
Please visit the Detailed Tour page – it has a description for every button.
How can I get the Dial Pad to display in the lower-right corner of my turboDial panel?
See the previous FAQ that references the Detailed Tour page – the Dial Pad is not a required feature for your use of turboDial. However if you want the Dial Pad it will appear if you disable List Dialing in your account. When the turboDial account owner logs in he/she will see a red pencil button in the header of the turboDial panel. Clicking that button will reveal a set of configuration options. Disable list dialing and then logout and close turboDial. When turboDial is re-launched the Dial Pad will appear.
The Call Outcome selector is disabled on my turboDial panel.
This selector is directly tied to a custom field you must set up in your Infusionsoft account. The custom field must follow these requirements:
- It must be in the Task/Appt/Note context. It is NOT a Contact custom field.
- Its name must be ‘Call Outcome’
- It must have a Field Type of: ‘Dropdown’
- It must have pre-set values provided by you.
The values you pre-set for the field will be picked up and used by turboDial as the choices you can select from on the turboDial panel.
Please see Call Note Custom Fields for full instructions on how to set these up.