Auto Dial Basics: Automatically calls through a list until a connection is made. Once connected, the lead's details (name, company) populate on the screen.

Session Management: Manage ongoing calls and view comprehensive details about the leads as connections occur.

Activation: Select 'Targeted Dial' to focus on specific leads rather than using the auto dial feature.

Lead Selection: View lead records before deciding to call. This allows for more strategic planning and understanding of whom you're contacting.

Information Access: Check additional details about the lead, including past call history and notes from other callers.

Insight from Notes: Use notes left by previous callers to strategize your calls. For example, understanding if a lead is difficult to contact or has changed ownership can influence your approach.

Business Hours and Locations: Adjust your calling strategy based on the lead's business hours and location. This ensures calls are made at appropriate times.

Skipping Leads: If a lead is not suitable at the moment (wrong time, already well-contacted), you can skip it. Skipped leads return to the pool for future consideration.

Backlogging Leads: For leads you intend to contact later, add them to your backlog with notes. This is useful for keeping track of promising leads.

Limitations on Skipping: The system restricts excessive skipping of leads to ensure productivity. You're allowed to skip a certain number of leads before being required to make a call.

Selective Calling: Be strategic in your calling approach by choosing leads that align with your goals for the session.

Balanced Approach: While it's beneficial to be selective, also ensure you're actively making calls to maintain productivity.