Using PowerDialer for Salesforce

Explore the features and best practices to use the PowerDialer window or Click to Call panel within Salesforce

Andrew Thompson avatar Emilee Elder avatar John Baretsky avatar +2
13 articles in this collection
Written by Andrew Thompson, Emilee Elder, John Baretsky and 2 others
PowerDialer Features

Using the Click-to-Call Panel

Details on how to "Get Ready for Outbound dials", "Get Ready for Inbound calls", "Logging a Call Task", and all the features on the panel.
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

PowerDialer - How to Create and Use Pre-Recorded VMs

PowerDialer pre-recorded voice messages, overview and setup guide
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

PowerDialer - Callbacks

How to set a Callback, how to view existing Callbacks, and things to consider when using Callbacks.
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

PowerDialer - Call Transfers

How to transfer calls using the Click to Call panel. What are the different types of Call Transfers?
Emilee Elder avatar
Written by Emilee Elder
Updated over a week ago

Powerdialer - Managing your Caller ID

What options does a user have for Caller ID options when using the Click to Call?
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

PowerDialer - LocalPresence by InsideSales.com

Local Presence, what is it and how do we set it up for PowerDialer
Andrew Thompson avatar
Written by Andrew Thompson
Updated over a week ago

PowerDialer - How is Time Zone Calculated for Seek Lists and Callbacks

An explanation on how the time zone is calculated for Seek List filters and callbacks.
John Baretsky avatar
Written by John Baretsky
Updated over a week ago

PowerDialer - Introduction to Inbound Calls User Experience

How does Inbound Calling work in the PowerDialer? How does a user become available for inbound calls? What personal setup is necessary?
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Written by Heather Yan
Updated over a week ago

PowerDialer - Inbound Call Record Lookup

Understanding the Record Lookup feature of Inbound calls; viewing Possible Duplicates, and relating the Inbound Call to an existing record.
H
Written by Heather Yan
Updated over a week ago