Tag: power dial

Leads view

The leads view is where you can view all your leads or the result of a search or Smartlist, and perform bulk activities like power dialing, and bulk text/email sequence.

You can perform operations on those results such as Power dialing, launching a Bulk Text Sequence, or a Bulk Email Sequence.

Accessing the Leads View

  • On the left sidebar, click on Leads icon. You can browse through all your leads here.Leads view

Operations on the leads

The operations that you can perform for all your leads or a group of leads are:

Power Dialing leads

Power dialing leads is a very useful feature for salespersons. When they want to call all or a group of leads sequentially. The system automatically brings the phone number of the next lead in line.

Power Dialing

  • Whether you choose to call all the leads, or a group of leads that you pulled out using a Smartlist, on the top right of the leads view page, hit the Power Dial Button. 

Power Dialing leads

  • This option allows you to call all the leads on the page sequentially without having to enter into each lead’s profile to call them manually.
  • When the current call is ended, the system starts calling the lead next in line.
  • You also have the option to pause the call.

Note! You might need to check for duplicate leads in your calling list before you start the power dialing. Otherwise, you will be calling the same leads more than once. Which is not really pleasant for the leads. And, it adds additional charges to your phone bill.

Making a Call in aNinja

Making a Call in aNinja

In aNinja, you can dial a phone number, call a lead’s phone number from the lead view, and power call multiple leads, using the phone number you have saved in your aNinja profile.

Dialing a phone number from aNinja Web app

  • On aNinja Dashboard, on the top right, click on the phone icon.
    • The call is made through the phone number saved in your user profile.
      • If you’re a user with Owner or Admin role you can choose to make the call using other users phone numbers.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

making a call in aNinja

Calling a lead from aNinja Web app

  • When on the Lead View, from the toolbar, choose the call feature. It opens a dialing window and automatically shows the primary phone number in the lead’s contacts.
    • Click on the green button to call.
      • If you’re a user with Owner or Admin role you can choose to make the call using other users phone numbers.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

Calling multiple leads from aNinja Web app

  • On the Leads View, whether you choose to call all the leads in your CRM, or a group of leads that you have grouped using a Smartlist; on the top right of the page, hit the Power Dial Button.
  • This option allows you to call all the leads sequentially without bothering to go to each lead’s profile to call manually. When the current call is ended, the system starts calling the next lead in queue.

Accessing the calls log

  • If you are a user with a User role, you can view your own calls in Settings / Logs and listen to the conversations.

  • Users with Admin role can view calls and listen to call recordings of all users.

Note: For saved leads, you can keep notes of the calls. In the Lead View, click on Notes to enter relevant information that you picked up from the call.

Bulk texting a smartlist of leads for the first time

Bulk text helps you send customized SMS for your marketing / service campaigns. It helps provide actionable alerting, on-call management, and much more. With aNinja, you can create a smartlist with the leads that you’ve not yet contacted: Bulk texting a smartlist of leads for the first time.

Bulk texting a smartlist of leads for the first time

  • If you’d like to create a Smartlist of leads that have never received a text from your aNinja account before, you can use the following query:

sms.outgoing.total=0

Bulk texting a smartlist of leads for the first time

The results of the Smartlist will show in the Leads view. Go ahead and click on Bulk Text Sequence to start launching your text sequences to this list.

Saving your Smartlist

You can save that query into a Smartlist for future use.

  • Click on Save as Smart list
  • Name your Smartlist (e.g. Leads not contacted)
  • And Click on Save

Find your saved Smartlist

Next to the top navigation bar, Click on Smart lists and locate your smartlist

It brings you the results in the Leads view. You can choose to send Bulk Email Sequences or Bulk Text Sequences, or even power dial this list of leads.