Power Dialer

The Power Dialer calls the leads of a work list one after another. You call and log, and it does the rest: find the next lead, open the lead, dial after a countdown. You start it in project work; the settings are under Settings → Phone and SMS → Power Dialer.

Prerequisites: an assigned number (see Assign numbers) and write permission in the project.

StartCopy link to heading

By default, the Power Dialer dials only leads that are assigned to you. With the setting Also dial leads without an owner it also takes leads without an owner. It skips leads of other employees, won or lost leads and leads without a callable number.

Course of a runCopy link to heading

The Power Dialer dials the same number as a call from the contact card: first the primary contact with their preferred number, then the list from the top (see Edit a lead). Under the lead are the person and number. It does not dial leads that are waiting for the client's info mail.

In the header bar, the Power Dialer shows a ring with the remaining seconds, the title, the lead's name and the number of calls documented in this run.

The time before the first call and between documentation and the next call you set in the settings. If a lead counts as documented, it counts exactly once.

ControlsCopy link to heading

• Pause / Resume: stops the countdown or continues it.
• Skip lead: only possible while the countdown is running or the documentation is open. If you skip during documentation, Leadmode reports that it is still missing.
• Stop Power Dialer: ends the run.
• A click on the name opens the current lead in the record.

The countdown also stands still when the tab is in the background (Tab in background, can be switched off), the connection is missing (No connection), consent is outstanding (Waiting for consent) or another call is running at the moment (Another call in progress). If you open a different lead by hand, the countdown does not simply continue.

If you close the documentation without saving, that ends the run. A warning comes first. If a call does not connect, the Power Dialer pauses at the same lead.

Consent to recordingCopy link to heading

If the lead has recording switched on, the Power Dialer follows your organisation's setting under Settings → Phone and SMS → Recording and transcript → Consent to recording. If consent is treated as confirmed in advance, it dials without asking and records. Otherwise it asks before every call Do you have consent to record?. If you do not answer, it does not dial but pauses. There is no separate setting for this in the Power Dialer.

ReservationCopy link to heading

So that two employees never call the same lead, the Power Dialer reserves each lead for you as soon as it selects it. Leadmode keeps the reservation alive in the background. It lapses about 45 seconds after your tab stops renewing it, for example after a crash. If a colleague takes over an expired reservation, the Power Dialer looks for a new lead (The lead reservation has expired.). Until it expires, a reservation also blocks a restart.

• Only one Power Dialer runs per person. A second window reports Power Dialer is already running in another window.
• If you reload the page, the Power Dialer resumes at the same lead. If the lead has meanwhile been taken or already documented, it continues with the next one and tells you.
• If the connection to Leadmode is lost for longer, the Power Dialer stops as soon as no conversation is running any more.
• If it finds no lead, the message names the reason, for example that the leads are assigned to others or a colleague is working on them at the moment.

SettingsCopy link to heading

Under Settings → Phone and SMS → Power Dialer. The settings apply only to you, on every device. You save changes via the bar at the bottom edge. Reset to default restores the defaults.

With the pause after several leads without a conversation, the Power Dialer stops and reports Short break. With Resume you carry on.

See alsoCopy link to heading

• Calling
• Recordings