PowerDialer Features

Inbound Call Record Lookup Understanding the Record Lookup feature of Inbound calls, viewing Possible Duplicates, and relating the Inbound Call to an existing record. When an inbound call comes into the PowerDialer and is presented to a user, the PowerDialer will look at the incoming Caller ID to determine if...

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? The PowerDialer for Salesforce not only allows reps to make outbound calls to prospects, but it also allows them to accept inbound...

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. How Time Zone is Calculated When calculating the time zone for a record (contact/lead), PowerDialer refers to the country or area code of the phone...

LocalPresence by XANT Local Presence, what is it and how do we set it up for PowerDialer? LocalPresence adds a personal touch to phone calls by automatically displaying a local caller-id. LocalPresence integrates with the InsideSales.com PowerDialer and Playbooks products which enables sales reps to increase contact rates and make...

Managing your Caller ID What options does a user have for Caller ID options when using the Click to Call? Customize Your Caller ID PowerDialer currently offers four options to customize your Caller ID. This gives you flexibility to use the best option for different types of prospects and contacts....

Call Transfers How to transfer calls using the Click to Call panel. What are the different types of Call Transfers? How to Transfer a Call The transfer button will only be available once the Client leg is established. To Transfer a Call Click the Transfer Button on the Click to...

Callbacks How to set a Callback, how to view existing Callbacks, and things to consider when using Callbacks. Callbacks provide a quick way to remove a lead from a dialer list and set a specific time to reach back out and continue the conversation. Below are the steps to set...

How to Create and Use Pre-Recorded VMs PowerDialer pre-recorded voice messages, overview and setup guide Pre-recorded voicemails allow you to drop a voice message on a prospect's voicemail without having to remember or repeat the message on every call. You can customize and tailor multiple messages that you want to...

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. The InsideSales Click-to-Call panel allows you to make outbound dials, receive inbound calls, and streamline your task productivity. At the end...