Using Trellus Dialing in Unify

Hey, it's Michael.

And we're going to be going through Unifi and Trellis integrated into it.

So very similar to HubSpot.

it's going to be an extension that you use inside of your tasks list that you can just automatically dial from both parallel and power dialing.

So to start, you'll notice we're over here in companies, we're going to want to go to Tasks because the tasks is where you're going to see this pop up, come up.

And this is where you're going to be dialing from this list here.

So we'll click on the parallel dial tasks.

You can see it'll pop up.

I have four currently that are dialable and then you'll see that there are 18 filtered and that's just because they're assigned to somebody else.

So if you want to have more in your dialable list, you'll just have to have your administrator assign them to you or whoever does that on your team.

As long as they're in your book, you can dial them.

so much like with other platforms up here you're going to be looking at your 1x.

That means that you're going to be power dialing and calling one person at a time.

But you can go 2x all the way up to 5x if you wanted to do some parallel dialing.

Same deal as before.

Green button is to start dialing and then the red button is to stop it.

You'll have a countdown, as it begins to dial.

So you have a little bit of buffer time if you wanted to do some research beforehand.

So as you can see, when we press that button, the first contact automatically came up here.

You can call them directly from here if you wanted, just as a direct dial.

we can also set up texting options too if you wanted to go that route.

And you can also see past calls and research on the particular company and things that you have done with them before, which I find helpful.

If you're going to be going through lists multiple times, again we can leave a voicemail up here in the top right.

If you decide or if you aren't able to get hold of the particular contacts, you pre record those and then select which one you want.

You can see there's a couple of tests here that I can choose from.

Again, our default here is best number, which is just a aggregate base of what number is going to be the best contact percentage for the particular dial that you're going for.

So what the time zone is how the number's been flagged, et cetera, et cetera, that's what it's going to default to.

and then on top of that, you can also listen to music, so that's always a plus.

outside of that, as you move on through your dials, it will automatically go through.

So once I would finish completing with Levi, you'd move on and it would automatically proceed to Kim.

So you don't have to worry about a lot of that manual work.

As the, the lists progress and as it goes through the calls, you can see each one will be pulled up here, where Levi would be too.

So you can just see everything in one space.

Outside of that, let me know if you have any questions and please buy our product.