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Joining a Campaign and Starting Outbound Calls

Learn how to join an outbound campaign, set your status, and start calling or skipping leads from your assigned list in the Dialer.

Updated over 3 months ago

Join the Campaign

  1. Log in as an Agent

  2. 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.
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  3. Set Your Campaign

    • Click Set Campaign.

    • Search for and select the campaign name.

  4. 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.

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