Tag: power dial

Leads view

Post author By Rita
Post date January 7, 2022

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.

Operations on the leads

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

Power Dial
- Call all the leads sequentially without having to enter into each lead’s profile to call manually.
Bulk Email Sequence
Bulk Text Sequence
Export results as CSV
- At the bottom right of the page, click on Export results as CSV
- Locate the exported file in your downloaded files.

Power Dialing leads

Post author By Rita
Post date January 7, 2022

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

The Power Dial feature is used to call a group of leads automatically, one after the other, without the worry of going to each profile and hit the dial manually.

Note! Before you start power dial session, you want to clean duplicate leads in your calling list. Otherwise, you will end up calling the same lead multiple times. Which is not really pleasant for the leads and it adds additional charges to your phone bill.

To start power dialing leads,

Type your search in the top navigation bar
- e.g. lead.created >= “2023-04-20”
Or, select a Smartlist

In the Leads View

On the top right of the leads view page, hit the Power Dial Button.

By using this option, you can sequentially call leads on the page without the need to manually enter each lead’s profile and make the call.
As soon as you hit the Power Dial button, the system queues the leads in the order they show in the leads view, and starts calling the first one in line.
Then, the system opens the Lead View of the lead that you’re currently calling. This enables you to use the note, email, and text features from the blue toolbar.

Power dial pop-up

The Power dial pop-up appears and you can see:
- The number of the lead you’re calling now / out of the total of leads in the queue: (Power dialing 1/6). (1)*
- The name of your search (e.g. Smartlist: Dev Phone) (2)*
- The primary phone number saved in the contacts and that’s currently being dialed (3)*
- Your phone number that’s being used. (4)* If you’re a user with Admin role, you can choose a number from the dropdown (5)*
- A stop icon: which ends the Power dial session (6)*
- A pause icon: which ends the current call and pauses the power dial session (7)*
- An arrow icon: which allows you to step to the next lead in queue and it’ll automatically start calling them (8)*

The red blinking light next to the phone icon on the top of the page indicates that the power dial session is ON.

How does the power dial behaves

The system automatically calls the primary phone number of the lead.
- If you need to call a different number for the same lead, you can pause the current call and click on the other phone number in the lead’s contact. The system starts dialing it immediately.
- This does not end the power dial session.
- And to move on to the next lead, just click on the arrow.
- If the primary phone number is marked as Do No Contact, the system uses the first valid number in the lead’s contacts, otherwise it steps to the next lead in line
The system automatically skips leads with empty phone numbers.
There’s no option to skip calling a lead manually.
When the current call is ended (either by the lead or by you clicking on the pause or the arrow), the system starts calling the lead next in line immediately and opens their lead view.

During the call, and without ending the power dial session, you can

Minimize the dial pop-up by clicking on the phone icon. This does not end the power dial session. Then click on the phone icon again to show the pop-up.
Navigate through the leads:
- Go back to the lead view of the lead you just ended the call with, leave notes or send an email or text.
- Check the lead view of the lead next in line, read any notes related to them, check their current status in the workflow, and review any previous interactions you may have had with them. This will help you remember who this lead is before making the call.
  - Just click on the arrows on the bottom right of the page.
Open other aNinja features, go check your inbox for example. When the current call ends, you will be redirected to the lead view of the lead next in line.
Navigate through the browser, open tabs to search for more info about this lead or their company, check their website, open your calendar, and so on.

Troubleshooting

During the call, if you’re having problems hearing or be heard, this is what you can do to identify the issue:

If you directly place a single call (not via power dial), does that work?
- Yes? Then the issue could be with the power dial feature. Contact support@aninja.com and let them know that.

If neither direct call nor power dial enables you to hear and be heard, then probably you want to allow aNinja to access your microphone:
- https://help.aninja.com/knowledge-base/allow-microphone-access-on-browser-to-make-calls-via-aninja
- https://help.aninja.com/knowledge-base/allow-microphone-on-ios-and-android-phones/
- Test it on one call, if it works then start with the power dial.
You might also want to do the following:
- Check if you have any other audio apps running in your browser, and close them.
- Close any other tabs on the browser to make sure there’s no conflict,
- Check if you are behind a specific firewall,
- Check if it’s a network related issue. Visit this website to run a connectivity test: https://networktest.twilio.com
  - If the first 3 steps passed, then it’s not a connectivity issue.
  - Otherwise, please take a screenshot of the messages and send them to support@aninja.com.
- Refresh and try again.
- Log out / log in and test it.
- Lastly, uninstall aNinja mobile app (if the issue is happening on the phone) and re-install it and then test it.

If nothing of the above succeeded, contact support@aninja.com they’ll check logs and consult the telephone provider if need be to resolve this issue.

Making a Call in aNinja

Post author By Rita
Post date December 16, 2021

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.

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

Post author By support
Post date September 13, 2021

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.