Overview
The dialer lets you call a group of leads one after another, without dialing each number yourself. REsimpli has two dialers: the Single Line Dialer and the Triple Line Dialer.
The single line dialer is quick to start. You only pick the number you are calling from.
The triple line dialer has more settings, such as a call script, a caller ID, voicemail drop, and rules for which numbers to skip.
You would use either one when you want to work through a list of leads and start calling right away.
Steps
The first part is the same for both dialers.
Step 1: Open your pipeline and pick your leads
Go to your pipeline.
Apply a filter so you only see the leads you want to call. The video uses a filter based on tags.
You will see the list of leads that match your filter.
Step 2: Switch to List View
Click List View.
You must be in list view to use either dialer.
Step 3: Select the leads you want to call
Choose how many leads to include. You can:
Select 10
Select 25
Select 100
Select All the leads in your filter or pipeline
Once you select two or more leads, the Actions button will appear.
Step 4: Open the Actions menu
Click the Actions button.
From here you can choose the single line dialer or the triple line dialer.
Setting Up the Single Line Dialer
Step 5: Open the single line dialer
Click the single line dialer option.
Step 6: Choose the number you are calling from
Select your communication number.
Choose how this number should be used. Your choices are:
Only for this lead
All existing leads
All leads, including new leads
The video chooses all existing leads.
Step 7: Start calling
Click Start Call.
REsimpli will begin calling your leads.
Setting Up the Triple Line Dialer
Step 8: Open the triple line dialer
Pick your leads and switch to list view, the same way as before.
Click the Actions button.
Click Add to Triple Line Dialer.
The setup screen will open.
Step 9: Choose your dialing mode
You have two choices:
Connect First — the call connects right away.
Answering Machine Detection First — REsimpli checks for an answering machine first.
The video uses Connect First.
Step 10: Choose a call script
Select the script you want the caller to follow during the calls.
This helps whoever is making the calls know what to say.
Step 11: Set your abandon time
Choose how many seconds to wait before giving up on a call that nobody answers.
The video uses 15 seconds.
Step 12: Choose your caller ID
In Calling From, select the number that people will see when you call them.
Step 13: Set up automated voicemail drop (optional)
Automated voicemail drop leaves a recorded message for you when a call goes to voicemail.
Turn it on if you want to use it, then choose one of these:
Select a recording already saved in your account.
Upload a recording from your computer. The file must be an MP3 or WAV file.
Record a new message right there.
Leave it off if you do not want to use it. The video leaves it off.
Step 14: Choose what to skip (optional)
You can leave certain numbers out of this calling session. You can skip based on:
Phone types
Phone statuses
Last call hours
Step 15: Accept the terms and start
Click the I Accept the Terms and Conditions checkbox.
Click Continue.
Your triple line dialing session is now set up.
Important Notes
You must switch to List View before you can use either dialer.
The Actions button only appears after you select two or more leads.
The single line dialer needs only one setting: the number you are calling from.
Voicemail recordings you upload must be an MP3 or WAV file.
The skip settings for phone types, phone statuses, and last call hours apply to that dialing session.
You cannot continue in the triple line dialer until you accept the terms and conditions.
Troubleshooting
The Actions button does not appear
You may have selected only one lead. Select two or more leads and the button will appear.
You cannot find the dialer options
You may still be in a different view. Switch to List View, then select your leads.
Your voicemail recording will not upload
Your file may not be the right type. Upload an MP3 or WAV file, or record a new message inside REsimpli.
You cannot finish the triple line dialer setup
You may not have accepted the terms. Click the I Accept the Terms and Conditions checkbox, then click Continue.
Summary
You learned how to start both dialers. You filtered your leads, switched to list view, selected the leads you wanted, and opened the Actions menu. For the single line dialer, you picked your calling number and started the calls. For the triple line dialer, you chose a dialing mode, a script, an abandon time, and a caller ID, set up voicemail drop and skip rules, accepted the terms, and continued.