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Seek List Dialer Panel Buttons

The dialer panel is customizable to your preferences. Use the following guide to aid you in creating the panel you need.

Button Definition
Dialer Controls Section This is the Dialer Panel where you can add and customize all your buttons to use while dialing.
Dialer Actions Section The actions section, which can be minimized, has all the same buttons and functions of the dialer panel that show up as a list of links
Add Event Add an event that will reflect as an event on the users calendar
Add Task Add a task that will reflect as an activity for the current record
Call Log Section The Call log to the panel is where you can log your calls to the completed activities section of a record. Has Call Result, Subject, and Description as options.
Call Now Queue Section This shows the number of records currently pending as Call Now's
Connect to Dialer This will call your station phone and establish the agent leg
Convert Lead Converts the current lead record to an account
Dial Dial the current record - this refrences the "phone" field on the layout
Dial Employee Opens a pop-up window with an employee look-up to find and dial another employee in the system
Disconnect Disconnects the client leg for the current phone call
Leave VM Opens dialogue box to select the prerecorded voice message you want to leave
Manual Dial Opens a dialogue box with a number pad and dial button
Next Call Saves the current record, moves on to the next record, and dials the phone number from the next record
Open SF Record Opens a new tab in your browser and opens the record in Salesforce
Open Tasks Section Will display a list of open tasks
Play Recording Opens a dialogue box with a list of your voice messages that you can have play for the client in the middle of a call
Recent Calls Section A panel that shows the last few calls you have made
Record Call Starts recording the call
Redial Dials the last phone number you dialed
Save Saves the current record
Save & Next Saves the current record and moves on to the next record
Send Email Opens a dialogue box with a list of emails to choose to send to the email address on the current record
Set Callback Sets a callback for the current record
Skip Skips the current record without saving any changes to the record
Touch Tones Opens up the number pad
Transfer Opens up the dialogue box with the different transfer types to transfer a call
Unhold Takes the client off of hold after using the "Hold" button on the dialer panel
View Calendar
View Callbacks Opens up a quick view of your callbacks with options for last 30, last 7, today, next 7, and next 30 days
View Pending Callbacks Opens up a quick view of your callbacks with options for today, next 7, and next 30 days
View Salesforce Record Opens a new tab in your browser and opens the record in Salesforce
View Script Opens a pop-up window with the correct script. (default if forced or script assigned to the campaign or area code of the current record)
Warm Transfer Initiates the warm transfer dialogue box

Click to Call Panel Buttons

Button Definition
Dialer Controls Section This is the Dialer Panel where you can add and customize all your buttons to use while dialing.
Call Log Section The Call log to the panel is where you can log your calls to the completed activities section of a record. Has Call Result, Subject, and Description as options.
Connect to Dialer This will call your station phone and establish the agent leg
Create Event Creates an event on the homepage calander
Create Task Creates a task on the current record
Dial Dials the number you have manually typed into the panel (when you click on a hyperlinked number it will do this for you)
Dial Employee Opens a pop-up window with an employee look-up to find and dial another employee in the system
Disconnect Disconnects the client leg for the current phone call
Leave VM Opens dialogue box to select the voice message you want to leave
Next Record Loads the next record in the currently selected dialer list
Open Tasks Section Will display a list of open tasks
Play Recording Opens a dialogue box with a list of your voice messages that you can have play for the client in the middle of a call
Record Call Starts recording the call
Send Email Opens a dialogue box with a list of emails to choose to send to the email address on the current record
Set Callback Sets a callback for the current record
Show Number Pad Opens up the number pad
Transfer Opens up the dialogue box with the different transfer types to transfer a call

Release Notes

Find our most recent release notes.

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Advanced training for the PowerDialer for Salesforce.

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