How to Remove Leads from the Dialer in Surplus Systems CRM

Maintain a clean and focused calling list by learning how to remove leads from the dialer in Surplus Systems CRM. This guide provides clear instructions on identifying and removing leads, helping you streamline your dialing efforts and improve call efficiency.

1. Begin by selecting Power Dialer from the options.

1 Click on "Power Dialer".

2. These are your leads from the dialer. To delete a contact from here, you need to follow the steps after this.

2 Next, click on "Manual Actions".

3. Go to automation section.

3 Next, click on "automation".

4. Search the workflow name of your dialer automation

4 Click on the element.

5. Select Test Dialer from the list.

5 Click on "Test Dialer".

6. Take note of this number in the sequence. You have 19 leads created.

6 Next up, click on "19".

7. Remove all contacts by clicking the trash icon.

7 Click here.

8. Finalize this part by clicking the Remove all button.

8 Click here.

9. To remove some of the contacts, go to Enrollment History.

9 After, click on "Enrollment History".

10. Remove the contact by clicking this icon.

10 Click on the element.

11. Head over to the Builder section for customization.

11 Click on "Builder".

12. We successfully deleted two contacts from the active contacts in the dialer.

12 Click here.

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