Power Dialer

Step 1: Enable the Power Dialer

1. Confirm that the Power Dialer is enabled on your account.

2. The main benefit is efficiency: you can reach leads and customers faster, which increases your ability to sell and convert one-time customers into recurring clients.

Step 2: Build Your Queue

1. Calls are organized into queues. These are lists of contacts the system knows you need to call.

2. You can have multiple queues and switch between them. Admins can see and manage all queues assigned to the team.

3. To create or configure a queue:

   • Click Configure Queue.

   • Rename the queue and reassign it if needed.

   • Add contacts individually or in bulk.

4. Retry logic for unanswered contacts:

   • Keep calling until they answer (Unlimited attempts)

   • Or set a maximum number of attempts (e.g., 3)

Step 3: Add Contacts to a Queue

You can add contacts in two ways:

1. Directly in the Power Dialer

   • Open the queue and click to add individuals manually.

2. From Leads or Customers

   • Apply filters (e.g., new leads, previously contacted leads).

   • Select the desired contacts.

   • Click More Actions → Add to Dialer.

   • These contacts are added to the active queue.

Step 4: Start Calling

1. Select the active queue and the caller ID (phone number).

   • If your team operates in multiple locations, select the number appropriate for the geographic area.

2. Ensure your microphone is connected in Settings.

3. Optional: Enable Autodial Next Contact (currently in development)

   • Automatically calls the next person after completing a call.

4. Click Call to start dialing the first contact.

Step 5: During the Call

While on a call, you can:

• See all lead information and past interactions on the left-hand panel.

• Add notes or edit the lead profile directly.

• Use a Phone Script:

  • Select an active script or create a new one to guide your conversation.

• Leave Voicemails:

  • Record or upload a voicemail and drop it automatically if the call goes unanswered.

• Use the mute button or dial pad for call management.

Step 6: Log Call Outcomes (Disposition)

After a call, choose a call outcome:

• No answer

• Left voicemail

• Bad line

• Not interested

• Follow-up

• Sold

Other options:

• Add tags or set follow-up dates, which automatically updates the lead.

• Completed calls (sold, not interested, follow-up, bad line) are removed from the active queue.

• Unanswered calls (no answer) can return to the end of the queue for another round (if a retry attempt amount is saved to the queue).

• Click Save and Exit to log the call without starting the next one.

Step 7: Monitor Call Logs

1. Go to Call Logs to review all activity:

   • See total calls per team member

   • Filter by call outcomes (no answer, voicemail, bad line, sold)

   • Filter by queue or date range

2. If call recordings are enabled, you can listen to past calls for training or quality review.

3. Use this data to identify training opportunities or track team performance.

Step 8: Direct Calls

• You can also make calls directly from a contact’s profile.

• The same call disposition screen will appear after the call, allowing you to log outcomes, add notes, and set follow-ups.

Tips for Using the Power Dialer

• Retry unanswered contacts strategically to maximize reach.

• Use scripts consistently for better conversion.

• Pre-record voicemails for efficiency.

• Monitor call logs to track team performance and identify coaching opportunities.

• Admins can manage multiple queues and monitor all team activity for accountability.

• Assign the appropriate caller ID for different regions to maintain professional consistency.

Congratulations! Your team can now leverage Rotor’s Power Dialer to improve efficiency, increase sales, and manage outbound calling campaigns effectively.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.