Creating and Managing Calling Profiles

Calling Profiles simplify your workflow when coordinating with multiple Power Dialer users. This guide covers how to create, use, edit, delete, and share calling profiles.

Adding a Calling Profile

Calling Profiles are optional but helpful for coordinating with multiple Power Dialer users:

1. Click the Data & Dialer button
2. Select a List or Group and click the Power Dialer button
3. When the dialog box opens, set your Call Settings (on the right side of the screen)
4. Click the Save Profile As button
5. Enter a Profile Name and click Save *this profile will be specific to the list or group selected and the settings chosen, name your profile accordingly

Your calling profile will now be available for future Power Dialing sessions. To use a saved profile, hover your mouse over the profile name on the Data & Dialer screen and click the green Phone icon.

Using a Calling Profile

To use a previously created calling profile:

1. Navigate to the Data & Dialer screen
2. Click Calling Profile on the left
3. Click the green Phone icon to activate the profile for your session

Editing a Calling Profile

To edit a profile:

• Create a new profile with your desired settings
• Delete the original profile
• Save the new profile with the same or different name

Deleting a Calling Profile

When a calling profile is no longer needed:

1. Click the Data & Dialer button
2. Click the three vertical dots to the right of the Profile name
3. Click the Delete button

Sharing a Calling Profile

Share calling profiles with other agents in a multi-agent account:

1. Navigate to the Data & Dialer page
   
2. Click Calling Profiles on the left
3. Find the desired profile and click the three vertical dots to the right of the profile name
4. Select Share
5. Choose which agents you want to share the Profile with
6. Click to confirm

Shared profiles allow your team to maintain consistent calling settings across multiple agents.