The Sales Pipeline stage is the 4th option from the top of the navigation bar. Here you can set up stages to use the progressive dialer. The My Pipeline tab is used to set up your own stages according to your preferences.
The Company Pipeline tab is its own pipeline configured by your company administrator, as can be seen on the My Company tab of the Account Settings page. If you are a company administrator, you can configure your company pipeline here. Ringy does not support shared leads. The Company Pipeline only populates leads from your own account.
Select New Stage to create a new pipeline stage. First you can make a name for the stage as well as a stage number. The stage number determines what order it appears in relation to other stages on your pipeline. From there you can set the filters for the stage you’re creating. Leads will only appear in that stage if they meet all of the filters you set here.
The button towards the top-right of the page with the arrows pointing around at each other can be selected to refresh all pipeline stages.
You can temporarily filter by time zones for a stage using the Filter timezone button towards the top of each stage. This is useful so that you can dial appropriately according to leads’ times. For example, if it’s early in the morning, you may wish to filter by leads in eastern time since it’s latest there.
Start the progressive dialer by clicking Start Dialing. A prompt will appear asking how many times you’d like to dial one lead before calling the next - choose an amount then click Got It. A dialing dialogue will appear, which can be dragged to move it around the page. To begin, click the phone icon next to the first lead you wish to call. The dialer will continue to call leads until there are no more in the stage or you click Stop Dialing. The Skip to Next Lead button can be used if you wish to call the next lead rather than continue calling the current lead.
