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.
2. Create your workflow by clicking this button.
3. Choose to start from scratch for a custom setup.
4. Provide a workflow name for the automation.
5. Add an action to your workflow setup.
6. Choose the manual call action for direct communication.
7. Save your defined action to retain the settings.
8. Toggle this button to publish the automation.
9. Save all changes made to your workflow.
10. After saving the automation, go to Settings.
11. Toggle this switch to enable Allow re-entry.
12. Toggle this button as well to enable Mark as read under conversations.
13. Hit save button to save the changes.
14. Go back to Workflows.
15. If you want to test the automation, navigate to CRM.
16. Mark contacts that you want to include in the dialer.
17. Select Add to workflow option.
18. Click Ok to proceed.
19. Search for the workflow name you created for dialer.
20. Add a description to your action
21. Start by selecting the newly enabled manual actions.
22. Confirm the following contacts by clicking 'Ok' button.
23. To check, go to Power Dialer
24. You have successfully added your contacts to the Power Dialer!
