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Solar At Scale - Solar Setter Mastery
  • Pages
    • 1. Solar Product Knowledge
      • How Solar Works
        • Solar 101: A Guide To Buying Solar Power Systems
        • Why Solar is Different
      • Solar Batteries
      • Heat Pumps
        • VIC
      • Federal Govt Rebates (STCs)
        • Calculating STCs
      • Solar Victoria Rebate
        • Solar Panel (PV) Rebate
        • Solar for Renters Rebate
        • Solar Battery Loans
        • Hot Water Rebate
          • Approved Products
      • DNSPs
        • Grid-Connection Rules
    • 2. Sales Philosophy
      • What is Sales?
      • The Basics
      • The 60/30/10 Rule
      • 3 Cs of Sales
      • State Management
      • The Myth of Price and Money
      • Work Ethic & Perseverance
      • Convincing vs Persuading
    • 2. Outbound Calling
      • Leads
        • Approaching Different Types of Leads
      • Cold Calling Script
      • Aged Lead Script
      • RECORDINGS
      • Rebuttals
      • Voicemail Script
    • 3. Triage Call
      • Triage vs Discovery Call
      • Mindset
      • Goals of a Triage
      • Technical Knowledge for Triage
      • Focus on the Problem
      • Existing Solar Systems
      • Triage Script
        • Aged Lead Triage
        • Fresh Lead Triage
        • Booked Triage
        • Alternative Triage Script
      • RECORDINGS
    • 4. CRM Software Set-Up
      • Calendly
      • close
        Close CRM
        • The Set Up
          • Adding Email Signature
          • Creating Phone Numbers
          • Statuses & Pipelines
            • Lead Statuses
            • Opportunity Pipeline
          • Custom Activities & Fields
            • Custom Fields
            • Custom Activities
          • Templates
            • Email Templates
            • SMS Templates
          • Reporting & Metrics
        • How To Guides
          • Leads and Contacts
            • How to create a lead
            • How to create a contact
            • How to merge leads
          • Calling & Auto Diallers
            • Making/Logging Calls
            • icon picker
              Automatic Diallers
          • Emails & SMS Messaging
            • Email/SMS Templates
            • How to Send Emails
            • Sending SMS messages
            • Workflows
            • Creating Tasks
        • Importing Leads
    • 5. Commission Breakdown
    • Quiz
Solar At Scale - Solar Setter Mastery
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Automatic Diallers
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Automatic Diallers

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Note: You will need to create a Smart View before you can call using the automatic diallers.


How to call using the Power Dialler

ok

Features:

Calls one lead at a time.
Multiple people can call the same list, each person will call from a number of their own choosing.
Will automatically switch to show the lead you are calling on your screen.
Best option for calling the Fresh Leads.
Navigate to the Smart View you want to call using the Power Dialler.
Ensure you have the correct number selected for your outbound calls.
On the top right of the page, there is a button with a Phone icon that you can use to start calling the list using the power dialler.
If the icon shown is a lightning bolt instead of a phone, this means this list is set up to call with the predictive dialler. Follow the steps in the video to switch to the power dialler.
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Screenshot 2023-09-06 at 8.19.30 am.png
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If you click on the dropdown arrow next to this button, you will have the options to either Continue calling the list from where it was previously left off OR Start from scratch.
If this Smart View is accessible by more than one person in your organisation, make sure to check if someone else is calling the list before clicking Start from scratch as the other people in your team may have already called some of the leads. ​
Screenshot 2023-09-06 at 8.23.33 am.png
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When ready, start calling using your preferred option (Start from scratch or Continue Calling).

How to call using the Predictive Dialler

ok

Features:

Calls multiple leads at a time.
Everyone who is calling the Smart View will call using the same group number.
Best option for calling Aged or Cold leads.
Navigate to the Smart View you want to call using the Predictive Dialler.
On the top right of the page, there is a button with a lightning bolt icon that you can use to start calling the list using the Predictive Dialler.
If the icon shown is a phone instead of lightning bolt, this means this list is set up to call with the Power Dialler. Follow the steps in the video to switch to the Predictive Dialler.
⁠
Screenshot 2023-09-06 at 8.31.35 am.png
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Ensure you have the correct group number selected for your outbound calls. ​
Screenshot 2023-09-06 at 8.29.25 am.png
⁠
If you click on the dropdown arrow next to this button, you will have the options to either Continue calling the list from where it was previously left off OR Start from scratch.
If this Smart View is accessible by more than one person in your organisation, make sure to check if someone else is calling the list before clicking Start from scratch as the other people in your team may have already called some of the leads. ​
Screenshot 2023-09-06 at 8.34.25 am.png
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When ready, start calling using your preferred option (Start from scratch or Continue Calling).
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