How to Use the Wavv Dialer on a Pipeline Stage Column
As you progress through each stage of the Pipeline, you can easily create a Dialer list for follow-up.
Step 1
If you have one pipeline, skip to Step 2.
If you have more than one pipeline, click the dropdown menu at the top right of the Pipeline page,
Step 2
Click the three dots at the top right of the Pipeline Stage Name (the top tile of the column) to start creating a Dialer list.
Step 3
Click on the "Call" handset option.
Step 4
The Wavv Dialer banner and the first Pipeline Deal Card with a phone number will open. The contact name and phone number will appear at the top left of the Wavv banner.
Step 5
Click the green "Dial" button on the Wavv Dialer banner to start the Pipeline Stage Dialer Campaign list.
*Note: Be sure to use a Call Status and Call Note to log the call on the Call Report.