Making calls through SmartReach

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Calls are placed from your browser inside SmartReach. There is nothing to install.

Create a calling Step: (In Campaigns)

Step 1: Set up the steps for calling and starting your campaign.

You can create a sequence within your campaign. One can either create a multi-channel campaign and set up a calling step, or can create campaigns with only calling steps:

Step 2: After launching the campaign, go to Tasks and click Start session. Your call tasks open one at a time.

Step 3: Each call task shows the prospect's number and their local time. Click Call with the dialer to place the call.

Step 4: When the call ends, pick how it went (the call disposition). Picking one records the call, and each option says what the campaign does next. If the dialer has already picked one, press Enter to record it. Anything you type in Call notes is saved to the prospect's notes.

Step 5: See how your calls went in the call reports. Learn about call dispositions

Calling a Prospect Manually

Step 1: Open the prospect in SmartReach (the prospect must already be added to your account) and click the call icon in the prospect pop-out.

Step 2: Place the call from the dialer, and choose the call disposition when it ends.