List-View Dialing in Capsule

Dialing from a list view in Capsule really brings out the usefulness of Kixie’s Capsule integration in general, and the Kixie PowerCall® in particular. As you can see in the example below, I am in a list-view in Capsule. Capsule List-View

By utilizing the red Kixie click-to-call icon beside each number, I can dial down the list very efficiently, click by click! Additionally, whenever I make a call, my Kixie PowerCall® will populate with the caller’s information and give me the opportunity to:

  1. View an enhanced Caller ID with one-click access into the contact in Capsule
  2. Edit the contact’s basic information without having to go into the contact
  3. Compose a note that will sync into the contact
  4. Schedule a future activity with the contact
  5. Log a Call Disposition regarding the outcome of the call with the contact

This way, I can dial down a list with with click-to-call, and when I do need to click into the actual contact or deal, make edits, log notes or schedule activities, I can do that efficiently without slowing down or breaking my workflow.

To start a free trial in under 3 minutes, no credit card required, please click here. Thanks!

Time to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

Related Articles

Card image cap

List-View Dialing in Contactually Dialing from a list view in Contactually really brings out the usefulness of Kixie’s Contactually integration …

29 June 2016
Card image cap

vs The world of VoiP sales-software solutions is diverse and competitive, and each company within it seizes on a slightly different niche. Kixie and …

22 April 2016
Card image cap

List-View Dialing in Nutshell One of the best features of Kixie’s Nutshell integration is dialing from a list view. Dialing is simple and fast …

4 April 2016