On the Dialer you will find two tabs for managing your contacts, the Agents, and the Contacts tab. The Agents tab is used manage your CRM agents while the Contacts tab is used to manage all other contacts.
Within the Contacts tab, there are four main buttons or sections:
- The All button displays a list of all your contacts.
- The Users button displays a list of all CRM users.
- The Personal button displays your personal contacts.
- The Contact Groups button displays your contact groups.
To call a contact from the Contact tab click on the contact’s phone number and the Dialer will connect you.
Below the contact buttons is a search box which allows you to find a contact quickly:
Creating a New Contact
To create a new contact from the Dialer click on the Add New Contact button:
Enter the name of your contact and add one or more phone numbers. Optionally fill in the email and birthday information as well as any additional notes about the contact.
When finished, click Save and the new contact will be created.
The phone numbers that you enter can be saved using the default labels (e.g. Mobile, Office, Home) but you can also create custom labels right on the form (e.g. Store, Bank, Restaurant etc.).
To create a custom label, simply click on the drop-down menu before the phone number field and enter your new custom label at the bottom of the pick list:
If you’d like to share your new contact with one or more groups, all you need to do is add the group(s) using the Contact Groups drop-down menu.
Below the dial pad, you will find your favorite numbers. The favorite number show the most frequently used numbers displayed in a series of 9 tiles arranged in three rows as shown in this image:
The top 3 tiles will show the most called numbers in the last 90 days.
The 3 tiles in the middle row will show the most called numbers in last 30 days.
Finally, the last three tiles will show the most recently called numbers.
The tiles also function as call links, and to call a number shown on any of the tiles, just click on the tile and the Dialer will connect you.