How To Make An Outbound Call from Profit Dial

Profit Dial is the automated phone system inside REI BlackBook. There are many different things you can do with Profit Dial like handling phone calls, sending and receiving text messages, and creating automated follow ups to handle leads to name a few. With phone calls you can receive inbound phone calls, and make outbound phone calls. One thing to note is Profit Dial does not have a dialer pad like a typical phone does, so the process to make an outbound call with Profit Dial is a little different than you may used to. To make an outbound call using Profit Dial follow the instructions below. 

  1. After logging into your account, from your account's Dashboard, click on Contacts.
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  2. In the Contact Manager, click on the phone number of the contact you want to call. Note: In order to make an outbound call from Profit Dial the person has to be added to your CRM as a contact. So if you are calling a new number that hasn't been added to your Contact Manager yet, you will need to add the number as a contact before making the outbound call. You can manually add the contact to your Contact Manager by following the instructions in the article How To Add a Contact Manually To Your CRM
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  3. After clicking on the number of the contact you are calling, a pop-up window will appear with the message below. Profit Dial will call you on your personal phone, and then connect the call to the contact's phone number.  If you want to use a different personal phone number to connect to, follow the instructions in the article How to update the Outbound Dialer "connect" number.
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  4. If you have several Profit Dial numbers, select the number you want to use from the drop down menu. The Profit Dial you select is the number that will appear on your contact's Caller ID.
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  5. Once the number has been selected, click on Call Now to proceed with the call. Again, Profit Dial will call your personal number, and then connect the call with the contact's phone number. 
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You can also make an outbound phone call directly from your Marketing Inbox. To make an outbound phone from your Marketing inbox please follow the instructions below. 

  1. After logging into your REI BlackBook account, from your main Dashboard, click on Marketing and select Inbox under Profit Dial from the drop down menu. 
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  2. Once you're in your Profit Dial Inbox you will select either Calls or Texts. You can select Calls or Texts two ways. You can select which type of communication you want to view from the Profit Dial sidebar by clicking on Calls or Texts under Inbox. You can also select the type of communication by clicking on the icons at the top of the screen. To view Calls, click on the phone icon. To view Texts click on the message icon. 
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  3. After selecting which type of communication you want to view, and make the outbound call from, you will click on the number of the contact you want to call. You can make outbound calls from text messages received. The first picture below is the Profit Dial inbox viewing calls, and the second picture is the Profit Dial inbox viewing texts. 
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  4. After clicking on the number of the contact you are calling, a pop-up window will appear with the message below. Profit Dial will call you on your personal phone, and then connect the call to the contact's phone number.  If you want to use a different personal phone number to connect to, follow the instructions in the article How to update the Outbound Dialer "connect" number.
    Screen_Shot_2019-08-07_at_01.10.45.png
  5. If you have several Profit Dial numbers, select the number you want to use from the drop down menu. The Profit Dial you select is the number that will appear on your contact's Caller ID.
    Screen_Shot_2019-08-07_at_01.10.52.png
  6. Once the number has been selected, click on Call Now to proceed with the call. Again, Profit Dial will call your personal number, and then connect the call with the contact's phone number. 
    Screen_Shot_2019-08-07_at_01.10.45.png

You can now make outbound calls from Profit Dial. If you have any questions or concerns about the information above please contact us at support@reiblackbook.com

 

 

 

 

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