Step 1: Open the Dialer
Go to the Marketing menu and access the Dialer.
Step 2: Select a List
Choose the list you want to call from and begin the dialing session.
Step 3: Start Calling
Click Continue to open the Dialer Setup Interface and begin calling leads.
Step 4: Select a Call Disposition
After completing a call, choose the appropriate call result or disposition.
Example Dispositions:
Property Sold
Not Interested
Remove from Marketing
Step 5: Save the Call Result
Apply the selected disposition to the lead after the call is completed.
Step 6: Exclude Leads by Call Status
During your next dialing session setup:
Select Exclude by Call Status
Choose the dispositions you want excluded from future calls
Example:
Exclude:
Property Sold
Not Interested
Result
Leads with the selected dispositions will no longer appear during future dialing sessions, helping avoid repeated calls to unwanted or closed prospects.