Table of Contents
Before you begin
For admins, read this article to learn how admins build lists in Aloware Talk.
How to Add a Task in Power Dialer
Contacts in the power dialer are called tasks.
There are three (3) ways to add tasks through the lists in Power Dialer:
Create from Existing Contact List
Create a new list and select contacts
Import from HubSpot
To begin,
Click the Power Dialer menu on the left-side panel.
In the Power Dialer Lists section, click the + sign to add a list.
Select from the options to add tasks
Create from Existing Contact List
It allows you to select contacts from the available lists
To do this,
Select from the list, then click Create
Set your settings from the Power Dialer Options, then click OK
Conversion Options
Turn multiple numbers into separate tasks
Any non-primary numbers of contact will be turned into separate tasks
Prevent duplicate phone numbers
By default, all contacts with the same numbers will not be added again
Add international phone numbers
Where do you want to add these tasks?
In queue - default option
Scheduled - if you want to all these contacts at a later time
The contacts in your list should display under the Power Dialer Lists section
Create new lists and select contacts
Click the Power Dialer button on the left-side panel
On the Power Dialer Lists, click the + button
Select Lists
Select Create New Lists and select Contacts
Name your list and click the create button.
Click the Add Contacts button and pick Select Contacts and Add to List.
From the list of your contacts, tick the box to select the contacts and click Add Selected Contacts.
Set your settings from the Power Dialer Task Options and click OK
Contacts are successfully added to the list.
Import from HubSpot
This allows users to create a list of contacts from HubSpot
To do this,
Navigate to the power dialer menu
Click the + button in the power dialer list section
Select Import from HubSpot
Select from the available HubSpot list field
Click Next
Set your Power Dialer options
Your contacts may take a while to load, but they will successfully display in your power dialer interface.
Read the guide on how to make a call in Power Dialer.