Learn how to use the Dial Pad.
The dialpad is an easy-to-use pop-up widget that allows you to make calls manually or “hot dialing” recently called numbers.
The dialpad icon can be found in the right-hand cluster of icons situated in the horizontal navigation bar.
The dial pad widget provides the ability to “hot dial” from a list of recently dialed numbers. In addition, you can copy and paste a number into the text box in the middle of the screen. Alternatively, you can dial “manually” by clicking on numbers with the dial pad with your mouse.
At the bottom of the widget, you need to select the outbound campaign you want to “log” your call.
NOTE: The syntax for dialing a number is: + [country code] [area code] [number] without spaces. So a U.S. information call would look like this: +18005551212.
To make a call based on a recently dialed number, click on a recently dialed call at the top of the widget and it will turn blue. Then click on the handset icon to make the call.
Alternatively, in the middle of the screen, you can copy and paste a phone number in the text box then click on the handset icon to make the call.
You can also “manually dial” by clicking on the numbers in the dial pad. The text box above the dial pad will fill with your number, then click on the handset icon to make the call.
Another way of making an outbound call with Thrio is to call directly from a contact record in the mini-CRM. As with the dial pad widget, you will see a small handset icon adjacent to the customer’s telephone number. Click on that handset icon and the call will be made so long as you are set up in the proper outbound campaign to make outbound calls. Alternately, if the contact has a mobile number listed, you can send a text message.
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