Dialers
CRM
Designations
Dialer API
Save the admin token to manage dialers.
API: missing
Add Dialer
Creates a dialer login in OpenChoice CRM.
Dialers
Search, sort, paginate. Click delete to remove.
| Date Added | Name | Phone | Dialer Phone | State | Actions |
|---|
Dialers Deleted
Recently deleted dialers.
| Date Deleted | Name | Phone | Dialer Phone |
|---|
Phone Usage
Search by Dialer ID to review recorded calls.
Live Look
Today's calls and active conversations.
Calls Today So Far
0
Active Calls
0
| Employee | Lead | Phone | Status | Duration | Actions |
|---|
Dialer Search
All time
Total Calls
0
Total Duration
0:00
Total Emails
0
By day
Total Calls
-
Total Duration
-
Total Emails
-
| Date | Lead | Phone | Duration | Actions |
|---|
Add Contact
Import Contacts
Upload a CSV with a header row. Supported headers include
first_name, last_name, email, phone, company, buyer, buyer_id, department, role_type, job_title, assigned_to, address_line1, address_line2, city, state, postal_code, country.
Assign Contacts
| When | Contact | Action | Actor | Details |
|---|
Designations
Manage the company-wide hierarchy of internal companies, departments, role types, and job titles.
Select a node in the tree to set a parent.
Hierarchy
Click a node to focus and add children. Use the × to remove a node and its descendants.