Need to follow up with several leads or reconnect with clients you haven't spoken to in a while?

The AGENTVIEW Phone Dialer makes it easier to work through your contact list, place calls, and keep track of your conversations, all from one convenient window.

You can view contact details, use helpful calling scripts, and add notes while speaking with your clients.

Step 1: Open the Phone Dialer

1. From the left navigation menu, click Contacts.

2. Locate the Phone Dialer button near the top of the Contacts page.

3. Click it to open the Phone Dialer window.

You'll now have access to your contacts and the tools you need to start making calls.

Step 2: Get Familiar with the Dialer

The Phone Dialer includes several features designed to make your calling sessions more productive.

• Contact Information: View the contact's name, status, type, and available phone numbers.

• Call Buttons: Quickly call a contact using their saved home or mobile phone number.

• Cold Calling Scripts: Access ready-made conversation scripts to help guide your calls.

• Notes: Record important details during your conversation. Notes entered through the dialer are saved with the contact's record.

• Next Contact: Move to the next person on your calling list without returning to the Contacts page.

For example, if you're following up with new buyer leads, you can review each contact, make your call, record what you discussed, and move directly to the next lead.

Step 3: Make Your First Call

Once you're ready to contact someone:

1. Review the contact's information in the dialer.

2. Choose the Home or Mobile call button, depending on which number you'd like to use.

3. AGENTVIEW will attempt to open your computer's configured calling application.

4. Follow any prompts from your calling application to place the call.

5. During your conversation, use the Notes section to record important information.

The call buttons are available when the corresponding phone numbers are saved in the contact's profile.

Finished with your call? Click Next Contact to continue working through your list.

Step 4: Connect Your Phone to Your Computer

If you're using your computer to make calls through your mobile phone, you'll need to configure the connection first.

The setup depends on whether you're using a Mac or Windows computer.

For Mac Users (iPhone)

Mac computers can use Apple's calling features to place regular phone calls through your iPhone.

To get started:

1. Make sure your Mac and iPhone are signed in to the same Apple Account.

2. Connect both devices to the same Wi-Fi network.

3. On your iPhone, open Settings > Apps > Phone > Calls on Other Devices.

4. Turn on Allow Calls on Other Devices and enable your Mac.

5. On your Mac, open FaceTime > Settings > General and enable Calls from iPhone.

Once configured, your Mac can use your iPhone's cellular connection to place calls.

When you click a phone number in AGENTVIEW, choose the appropriate Apple calling application if prompted.

Note: On older iPhones, the Phone settings may appear directly under Settings rather than Apps.

For Windows Users (Android or iPhone)

Windows computers can use Microsoft's Phone Link application to make calls through a connected mobile phone.

To set it up:

1. Open Phone Link on your Windows computer.

2. Choose whether you're connecting an Android phone or iPhone.

3. Follow the on-screen instructions to pair your phone with your computer.

4. Make sure Bluetooth is enabled on both devices.

5. Allow the requested calling and contact permissions.

6. Open the Calls section in Phone Link to confirm your calling connection works.

If your browser asks which application to use when clicking a phone number in AGENTVIEW, select your preferred calling application.

Once connected, you can make supported calls from your computer using your mobile phone.

Step 5: Use Calling Scripts and Notes

One of the benefits of the AGENTVIEW Phone Dialer is having helpful information available while you're speaking with a lead.

Cold Calling Scripts

Not sure how to start a conversation?

Use one of the available calling scripts as a guide. These can be particularly helpful when reaching out to new prospects or reconnecting with older leads.

You don't have to follow a script word for word. Use it to guide the conversation and keep things natural.

Taking Notes

As you speak with a contact, use the Notes section to record useful details.

For example:

• The client is interested in purchasing a home within the next three months.

• A seller wants to discuss listing their property next week.

• A lead asked you to follow up after the holidays.

Keeping these details in AGENTVIEW makes it easier to remember previous conversations and prepare for your next follow-up.

Having Trouble Making Calls?

If the dialer isn't opening your calling application, check the following:

• Phone Connection: Make sure your phone is properly connected to your computer.

• Calling Application: Confirm that FaceTime, Phone Link, or your preferred calling application is configured correctly.

• Contact Number: Check that the contact has a valid phone number saved in their profile.

• Browser Permissions: If prompted, allow your browser to open the calling application.

If you're using another supported calling service, you may need to select it as your preferred calling application.

Make the Most of Your Calling Sessions

The Phone Dialer is especially useful when you want to dedicate time to contacting several leads without constantly switching between contact profiles.

Quick Tip: Set aside a little time each day for follow-up calls. Use the Phone Dialer to work through your leads, take notes about your conversations, and identify who needs your attention next.