Outbound dialing refers to any outgoing calls, or calls that leave the system. If you’re assigned the right permissions, you can make outbound calls by either manually dialing numbers or by having your calls dialed by the system—automatically or by clicking on your lead’s number.
To make outbound calls, you must first have outbound calling permissions as well as access to logging in to a dial group, all of which must be configured by an admin. You can be assigned to multiple dial groups, but you can only log in to one dial group at a time. Dial groups contain the dial mode or the method of dialing. Later we will look at a few examples of predictive, preview, and progressive dialing mode.
If you’ve been assigned to multiple dial groups to choose from, you can select which dial group you’d like to dial upon logging in to the agent interface. Upon logging in with your username and password on the first login page, you’ll be taken to the second page where you will choose your dial group via the Outdial groups setting.
Given the right permissions, you may have boxes for Establish persistent voice connection, Auto-answer calls, or both. Check the box if it applies to you or if you must make calls right away, which depends on the dial group you are assigned to.