Phone bank help

Choose a dialer, run the bank, and import results.

Use this guide to pick how you dial, move the phone bank through its stages, and bring call results back into the workspace.

Open phone bankPermitted use
Dialer modesPick one to start

CSV export / import

Export a call list to another tool, then import the results back.

Partner dialer

Hand the list to an external dialing platform.

Manual call sheet

Print a call sheet for fully manual dialing.

Browser click-to-call

Separately gated native calling path; not part of the BYO launch package.

Program lifecyclePlanned to completed
Step 1

Planned

The phone bank is scoped but not staffed.

Step 2

Assigning

Call lists are being handed to callers.

Step 3

Ready

Lists and callers are set; the bank can open.

Step 4

Active

Calling is underway.

Step 5

Paused

Temporarily stopped.

Step 6

Importing

Results are being brought back in.

Step 7

Completed

The bank is finished and reconciled.