Setting Up a Dialer in Surplus Systems CRM

Streamline your outbound calling efforts by setting up a dialer within Surplus Systems CRM. This article provides a step-by-step guide on configuring your dialer for efficient call management, ensuring seamless integration with your CRM to enhance productivity and improve customer outreach.

1. Get started by selecting the automation workflows section.

1 Click on the element.

2. Create your workflow by clicking this button.

2 Click on "Create Workflow".

3. Choose to start from scratch for a custom setup.

3 Afterwards, click on "Start from Scratch".

4. Provide a workflow name for the automation.

4 Afterwards, click on "New Workflow : 1716518071603".

5. Add an action to your workflow setup.

5 After, click here.

6. Choose the manual call action for direct communication.

6 Click on "Manual Action To Call".

7. Save your defined action to retain the settings.

7 Next up, click on "Save Action".

8. Toggle this button to publish the automation.

8 Then, click on the element.

9. Save all changes made to your workflow.

9 Click on "Save".

10. After saving the automation, go to Settings.

10 After that, click on "Settings".

11. Toggle this switch to enable Allow re-entry.

11 Upload

12. Toggle this button as well to enable Mark as read under conversations.

12 Click on the element.

13. Hit save button to save the changes.

13 Click on "Save".

14. Go back to Workflows.

14 Then, click on the element.

15. If you want to test the automation, navigate to CRM.

15 Click here.

16. Mark contacts that you want to include in the dialer.

16 Following that, click here.

17. Select Add to workflow option.

17 Following that, click on the element.

18. Click Ok to proceed.

18 Click on "Ok, proceed".

19. Search for the workflow name you created for dialer.

19 Following that, click on "Test Dialer".

20. Add a description to your action

20 Once that's done, click here.

21. Start by selecting the newly enabled manual actions.

21 Following that, click on "Add to Automation".

22. Confirm the following contacts by clicking 'Ok' button.

22 Click on "Ok".

23. To check, go to Power Dialer

23 Click on "Power Dialer".

24. You have successfully added your contacts to the Power Dialer!

24 Click on "Previous".

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