Phone bank help

Choose a dialer, run the bank, and import results.

Use this guide to pick how you dial, move the phone bank through its stages, and bring call results back into the workspace.

Dialer modesPick one to start

Browser click-to-call

Volunteers call from the browser, one click per voter.

Export a call list to another tool, then import the results back.

Hand the list to an external dialing platform.

Print a call sheet for fully manual dialing.

Program lifecyclePlanned to completed

Step 1

The phone bank is scoped but not staffed.

Step 2

Call lists are being handed to callers.

Step 3

Lists and callers are set; the bank can open.

Step 4

Calling is underway.

Step 5

Temporarily stopped.

Step 6

Results are being brought back in.

Step 7

The bank is finished and reconciled.