Overview
You can build a dialing session from your vendor contacts — useful when you need to reach several contractors about the same job or get quotes moving quickly.
A script is mandatory. You cannot start a session without selecting one, along with the dialing mode, abandoned call threshold, and the number you are calling from.
Steps
Step 1: Open your vendors
Click the Contacts icon on the left panel, then go to Vendors.
Step 2: Select who you want to call
Select the vendors for this session.
A saved list or filter is the quickest way in if you call the same group regularly.
Step 3: Open the Actions dropdown
Once you have made your selection, the Actions dropdown appears. Click it.
Step 4: Click Add to Triple Line Dialer
Click Add to Triple Line Dialer.
Step 5: Choose your dialing mode
Connect First — the agent connects instantly
Answering Machine Detection First — the system screens for an answering machine before connecting
Step 6: Choose a script
This is required. Select the script for the session.
Step 7: Set the abandoned call threshold
Set how many seconds before a call is treated as abandoned. This is also required.
Step 8: Choose the number you are calling from
Select the number the session dials from. Also required.
Step 9: Set up a voicemail drop
Optionally turn on automated VM drop, then either:
Select an existing audio recording
Upload a new one
Record a new one here
Step 10: Set your exclusions
Exclude contacts you do not want dialled, by:
Phone type
Phone status
Last call outcome
Step 11: Accept and continue
Click I accept the terms and conditions, then click Continue.
Important Notes
The script, the abandoned call threshold, and the calling number are all mandatory. If you cannot start a session, one of these is missing.
The setup is identical for vendors, agents, buyers, and leads. Only the contact list you start from changes.
A voicemail drop suits vendor outreach well. If you are asking several contractors to quote the same job, the same recorded message works for all of them.
Think about whether triple line is right for vendors. Vendor lists are usually short and these are working relationships — a dropped call to a contractor you rely on is more costly than one to a cold lead.
Exclude by last call outcome so you are not calling contractors you spoke to yesterday.
The abandoned call threshold set here is what produces the abandon rate in your reports.
Troubleshooting
You cannot start the session
Check you have chosen a script, set the abandoned call seconds, and selected a calling number. All three are required. Then accept the terms and conditions.
The Actions dropdown is not showing
Select vendors first. It appears once you have a selection.
You have no scripts to choose from
A script is mandatory, so you need at least one before you can run a session. Create one first.
Your callers are hitting a lot of voicemail
Switch the dialing mode to Answering Machine Detection First, or set up a voicemail drop.
You are calling the same vendors repeatedly
Exclude by last call outcome before starting.
Your abandon rate is rising
Check the abandoned call threshold, and consider the single line dialer for a short vendor list.
Related
How to Add Buyers to the Triple Line Dialer
How to Add Agents to the Triple Line Dialer
How to Add and Use Call Scripts — creating the script this session requires
Summary
You built a triple line dialing session from your vendors. You opened Contacts → Vendors, selected the vendors you wanted, and used the Actions dropdown to add them to the dialer. You chose the dialing mode, selected a script — which is mandatory — set the abandoned call threshold and the calling number, optionally set up an automated voicemail drop, excluded contacts by phone type, phone status, and last call outcome, then accepted the terms and clicked Continue.