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Guides · Start here

Your first calling session with the side panel

Work through what is due, call, log and move on, without leaving your dialer's tab.

A calling block in the side panel, from the first lead to the last. Open the panel on your dialer’s tab first: see Install the side panel.

Start with what is due

The panel opens on Due today: your follow-ups that are overdue or due today. Choose Next to open the first one. See The side panel: Due today.

Call and log

  1. Click into your dialer’s number box and press Alt+Shift+K. The lead’s current number is typed where your cursor is.
  2. Call from your dialer as usual.
  3. In the panel, click what happened: No answer, Voicemail, Interested and the rest. One click logs the call. To save a note or a next step with it, add them first.
The side panel's lead page: the carrier, its status and local time, an overdue call, its phone with Call, Text and Copy, the outcomes to log and a text message filled in from a template (sample data).
Real product · sample data

Send a text

If you text, the panel fills in one of your templates for this carrier. Click into your dialer’s message box, press Alt+Shift+M, send it from your dialer, then choose Sent in the panel to log it.

Move on

Press Alt+Shift+. for the next lead, and Alt+Shift+, to go back. Everything you logged is already in the CRM.

Faster still

Give the outcomes their own keys, and a setting can open the next lead after each log. See Working without the mouse.

Something missing, or a way this page could work better for you? In the product, open Help and choose Suggest a feature. We read every suggestion.