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JustCall Dialer Tutorial (Web & Mobile)
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JustCall Dialer Tutorial (Web & Mobile)

Tutorial on Using Just Call

Overview of the Application

  • The tutorial focuses on using the Just Call web application, noting that mobile usage may have slight differences in functionality.
  • The dialer interface resembles the desktop version, featuring a phone line selection area for dialing out.

Making Calls and Managing Conversations

  • Users can transfer calls or put them on hold; putting a call on hold plays elevator music while allowing for internal consultation.
  • Two options exist for transferring calls: direct transfer drops the current call immediately, while consulting first puts the customer on hold before connecting to another party.

Call Logs and Contact Management

  • The call logs section includes recent calls, missed calls, and voicemails specific to the user's account.
  • A contacts list is available within the CRM, enabling users to search and call contacts directly from their database.

Team Communication Features

  • Users can contact available team members through a dedicated team section within the application.
  • An inbox feature allows access to messages related to different phone numbers being used.

Post-call Actions and Monitoring

  • After a call ends, users can add notes directly into the customer's profile in Active Campaign CRM.
  • Monitoring ongoing calls from other team members is possible by clicking a monitor button during active conversations.
Playlists: JustCall Tutorials
Video description

👉‍ JustCall 14-day free trial (PRO version): https://businessolution.org/get/justcall/ Recommended videos: ▶ JustCall Review: https://youtu.be/Fyfr8zOEYKI ▶ 7 Best Auto Dialer Software: https://youtu.be/JAudnqO9zJE ▶ 7 Best Call Center Software: https://youtu.be/fAhxtelyJXs Welcome to our comprehensive tutorial on using the JustCall Dialer. In this video, we will guide you through the various functionalities of JustCall, focusing on the web application. While there are slight differences between the web and phone versions, this tutorial will highlight these variations to ensure a smooth experience across both platforms. We'll start with an overview of the dialer interface, which closely resembles the desktop application. You'll learn how to select the appropriate phone line for dialing out, depending on your role and access to various organizational numbers. We’ll walk you through placing a call to a customer, and demonstrate how to utilize features like putting a call on hold or transferring a call. You’ll see how to use the hold function to play elevator music while you confer with a colleague, and how to transfer a call either directly or after consulting with the receiving party. Next, we'll explore the call logs, which include recent calls, missed calls, and voicemails. These voicemails will be specific to your account or the phone numbers you have access to. We'll also cover how to use the contacts list to search for and call contacts directly from the CRM, as well as how to call team members using the team section. Messaging within JustCall is straightforward, with options to select the inbox for various phone numbers. At the end of a call, you'll have the opportunity to add notes, which will be saved directly into the customer profile within Active Campaign or your CRM. Additionally, we’ll show you how to monitor ongoing calls, either silently or by whispering to the agent, or joining the call as a third party. Finally, we'll demonstrate how to access customer details and call logs from the main dashboard, ensuring you have all the tools you need at your fingertips. By the end of this tutorial, you'll have a thorough understanding of how to effectively use JustCall to enhance your communication and streamline your workflow. Don't forget to like, subscribe, and share this video for more in-depth tutorials on powerful business tools. 👉‍ JustCall 14-day free trial (PRO version): https://businessolution.org/get/justcall/