This will prompt our ChaseData Dialpad to open on your screen. The default location is floating window but you can pin this element to any portion of your screen. Please reference ChaseData Agent Application Layout Customization for more on this.

The normal process to manually call a customer is to either type your phone number into the “Enter Phone Number” input and click on the Green button so place the call. You can choose the region identifier beneath the input field to place an international call as well.

Notice this will start a manual call to a lead if it exists in the system. If there is no lead you will be connected on the application without the call info field or any scripts assigned to the campaign.

A way avoid this would be to click on the plus icon to add a lead and dial. This will create a lead in the campaign you are dialing out of whether one exists or not and to ensure your call info and script screen will populate.

There is another section to search for a contact but that will be referenced in our agent search article.

Once connected you will have your contact’s name and phone number appear at the top of your dialpad and a running Call Time timer.

You get additional call options that include the following:

1.       Placing yourself on mute.

2.       Accessing the Keypad in case you need DTMF functions.

3.       Placing the current contact on hold.

4.       Conferencing the number.

5.       Creating an additional recording if allowed by skill.

6.       Transferring the Call.

This is going to conclude the scope of this article for placing a manual dial within ChaseData’s Agent Application.