You must login to your turboDial management account and add the Power Dial add-on before you can access this feature. Once you have upgraded there is no setup required.
You should review the List Dialing information in the previous section before continuing.
Using Power Dial
To begin using Power Dial, follow these steps:
- Activate Power Dial by choosing the number of simultaneous calls
- Choose and Load a Saved Search
–Notice the message indicating if you are the only User in this list
–Choose “Reset” if you want to purge the list and re-Load it to start fresh
- The Power Dial curtain lowers and displays the Contacts who will be dialed
- Click the “Call” button to begin
- When a Contact answers:
–An alert displays the name of the Contact who answered
–The Power Dial curtain raises to reveal the Contact info
- After the Call is over:
–Not Auto-Dialing: Click the right-nav button to retrieve the next contact group – then click “Call”
–Auto-Dialing: Save a Note and/or Call Outcome, the list will automatically advance and the next Call will begin
The ID, Name, (or First Name & Last Name) and Phone1 Columns are Required
When you create a Saved Search in Infusionsoft you will not be able to load that list into turboDial for Power Dialing if the Saved Search does not include the Contact ID, Name and Phone 1 columns. You can also use the First Name and Last Name columns instead of the Name column.
When you setup the Saved Search you can configure the “columns” that are visible in the Saved Search listing, and those columns must include the above mentioned columns or it will not be loadable in turboDial for Power Dialing.
All you need to do is view the Saved Search in Infusionsoft, click the “Edit Criteria/Columns…” button and in the window that appears choose the Columns tab. In that tab you can find the fields on the right side – click each required field and move it to the left side. Then click the “Save” button to save your modifications.
The Importance of “Reset”
With Power Dial, turboDial keeps a copy of your saved search on its own servers and you can continue using that local copy for several days, if you desire. However if the contents of that saved search in Infusionsoft has changed those changes will not be automatically brought over to the turboDial copy.
To force a new copy of the saved search to be loaded from Infusionsoft into turboDial you must Reset the list and then Load it again. If you don’t see the Reset button then unload the list by setting the list selector back to “Saved Search” and then choose the list again and click Load. The Reset button will now appear – clicking it will cause the copy saved by turboDial to be purged and the next time you load that specific saved search a new updated copy will be obtained from Infusionsoft.
You should not continue using the same copy of a Power Dial list for an extended period of time unless you specifically know you want to.
Also, be aware that a Reset of a list will affect all Users in your account who are currently using that list.
Video Overview & Demo
Click this link to download the slides used in the Video.
Note: The current setting in turboDial for list expiration is 96 hours. A Power Dial list that remains unused for 96 hours will be automatically reset by turboDial.