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- Keep the tab open while dialing — closing it drops the call.
- Label every call. A few seconds picking a disposition keeps your follow-ups and
reports right.
- Use a headset for clearer calls and free hands.
- Lost your place? The Dashboard and Dialer will always offer to resume a session you
had going.
- Can’t find someone? Use Lists → Search rather than opening lists one by one.
- Not sure what a disposition does? Hover it before you click — some of them retire a
prospect for good.
- Check your mic on the Dashboard before the first call of the day, not during it.
- Something looks off? Refresh the page first — then tell your admin what you saw.