How to Make Calls Using the Readymode Dialer

Modified on Tue, Sep 16 at 10:44 AM

Ready to start making dialer calls with Readymode? You'll find a handy guide here.

Making Calls using the Dialer

Readymode's Dialer dials Leads in the background, enabling you to reach many more Leads than dialing manually.

The following guide will walk you through the process of making calls using the Dialer:

Switch to Ready Mode
Answer the Call
Handle the Call
Disposition the Call
End the Call
Stop Taking Calls

Switch to Ready Mode

To tell the Dialer when you are ready to make calls, switch your Availability Mode to "Ready".

You will see a "Background dialing" message appear at the top of the screen shortly.

Note: If you don't see this, you may need to be given additional Permissions and must also be signed in with an Agent License

Screenshot of the Readymode dashboard showing you how to switch your availability mode to start making calls.

Answer the Call

When the Dialer connects you with a Lead, you will hear a beep and see their Lead Profile appear on your screen.

You can now begin speaking with the Lead.

Handle the Call

As you speak with the Lead, you can refer to the CRM Fields (1) to see information about them. Review any Scripts (2) that appear on the Profile for guidance.

Screenshot of the Readymode dialer showing CRM fields with lead contact information and a script section that provides guidance for the call.

Switch to the Contact History tab if you have any Call Notes to record.

Screenshot of the Readymode dialer showing the Contact History tab with a Call Notes section where agents can enter and log notes about the call.

Disposition the Call

As you begin to wrap up your call, select a Call Result that best describes your experience speaking with the Lead.

Screenshot of the Readymode dialer showing the Call Result panel where agents can choose options such as Not Available, Follow Up, Customer, or Appointments, and confirm follow-up settings before submitting the call log.

Click on one of the Call Result buttons (1). You'll see Follow-up Settings (2) for that result appear below, which you can adjust as needed.

Once your call is complete, click Submit call log (3) to disposition the Lead.

Screenshot of the Readymode dialer showing the Call Result buttons.

Quick Tip: You can also double-click the Call Result buttons (1) to quickly disposition the lead using the button’s default settings.

End the Call

Once you select a Call Results button, it may be configured to end the call automatically. If not, you will need to end it manually - just open the Dial Pad and click the End Call button.

Once the Lead Profile is closed and the call is ended, the Dialer will connect you to a new call as soon as possible.

Animated screen recording of the Readymode dialer showing a user opening the Dial Pad and clicking the End Call button to manually disconnect

Stop Taking Calls

To pause the Dialer, switch your Availability Mode to "Break" or one of the other options, as directed by your manager.

You will see a "Dialer Paused" message appear at the top of the screen shortly.

Screenshot of the Readymode dashboard showing the Availability Mode dropdown menu