List-View Dialing in Nutshell

4 April 2016
Integration Nutshell CRM Integration Click to Call Outbound Calling

List-View Dialing in Nutshell | Telephones for business

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 (via click) and updating CRM data via Kixie PowerCall® is efficient compared to editing within Nutshell proper. As you can see in the example below, I have opened up a list view in Nutshell. Nutshell List

By utilizing the blue 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 and its most recent lead in Nutshell
  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.

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Kixie requires no system changes and is compatible with most CRMs