Join the Campaign
Log in as an Agent
Access the Dialer
Click your Dialer Status at the top.
Choose Outbound.
Note: “Outbound” only appears if the agent is assigned to an active campaign.
Set Your Campaign
Click Set Campaign.
Search for and select the campaign name.
Start Calling
The system will present leads from the assigned list.
You can either:
Click the phone icon to call, or
Click the forward icon to skip the lead.
When skipping, you can also set a delay for when that lead becomes callable again.
Pro Tip:
Skipped leads are not lost—they stay in the queue and reappear later based on the skip delay.