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SELLING · 4 MIN READ

Power dialer

Built-in call queue with scoring, scripts, dispositions, and audit trail. Reps go from "who do I call next" to dialed in two clicks.

Building a queue

Four ways to add contacts to the queue, fastest first:

  1. Tell Julie. "Queue up my hot Utah leads" or "Queue everyone in proposal stage I haven't called this week." She filters + adds them.
  2. Map search. Run a Google Places search on the Map view, then click Focus list on last N — that batch becomes your queue.
  3. Pipeline filter. On the Pipeline or Leads view, filter to the contacts you want, click Send selection to Dialer.
  4. Manual. Open a contact, click the phone icon → Add to dialer.

Running a session

  1. Open Dialer view.
  2. Click Start Session. The first contact appears with their script, last activity, and a "Ready to dial" call card.
  3. Click the number to dial (opens your phone's dialer / softphone). When you're done, log a disposition:
  4. Connected — opens the disposition panel: contacted, voicemail, no answer, wrong number, do-not-call, etc.
  5. Add notes. Press Next. You're on the next contact.

Scoring

Each contact in the queue gets a 1-5 score based on:

The queue sorts highest-score-first by default. Toggle to manual order via the queue header.

Julie + dialer commands

From any view (you don't need to be in the Dialer):

Audit trail: every call logged via the dialer creates a contact_activities row visible on the contact's profile and feeds the leaderboard. Compliance teams can pull this via the audit log.