Dial-IQ: Scheduled Dial



  • What Is Scheduled Dial
  • How To Access Scheduled Dial
  • How To Use Scheduled Dial




  • Dial-IQ






What Is Scheduled Dial?


Velocify Dial-IQ™ Scheduled Dial allows users to schedule a call back in the future as part of a calendar event. At the scheduled time, Dial-IQ will place a call the user and when the user answers, place a call to the lead, and connect the two.




How to Access Scheduled Dial


This feature appears as the Scheduled Dial setting on the Calendar Events popup.

Scheduled Dial Administrator Settings on the Client Settings Page


There are some settings that need to be configured on the Client Settings page for Scheduled Dial.


First, access the Menu page by clicking on your name in the upper right of the header.





Under Preferences, click on Client Settings




Click the Call Settings: Client tab




Scroll Down, find the section called Scheduled Dial Settings.




Whisper Info Message

  • In the Whisper Info Message field you can enter a Whisper Info Message that users hear while the call is being connected. This Whisper Info Message is different than the Shotgun Connect Whisper Info Message. The example above shows a Whisper Info Message that alerts the user that the call that is about to be connected is a scheduled call back.

Retry Attempts

  • Check this box to enable retry attempts. Enabling retry attempts will result in Dial-IQ placing three calls to the user to try to connect him to the Scheduled Dial. These calls are made at five minute intervals. This feature helps prevent Scheduled Dialfrom being missed when a user is on another call at the time of the Scheduled Dial.



How To Use Scheduled Dial 


  • To use Scheduled Dial, users must be sure to have their Callsbutton on to be sure they are connected to their Scheduled Dials. If a user’s Calls button is off, Dial-IQ will not initiate the Scheduled Call Back.
  • To schedule a call back, open the Add/Edit Calendar Eventpopup and click the Scheduled Dial The next section of this document features a deeper treatment of how to use Scheduled Dial.
  • NOTE: When using Dial-IQ, you can only set Scheduled Dialsfor leads that are assigned to you. If you have a Velocify role such as Administrator that allows you to see leads assigned to other users, you will not be able to set Scheduled Dials for those leads.



Related article: Using Scheduled Dial


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