BatchDialer’s Dual-Track Guide for Admin Setup & Agent Workflows—New Academy Course

Setting up your team or getting ready for your first call? Start with a learning path built for your role.

A successful calling workflow starts before the first conversation. Admins need to organize contacts, configure campaigns, and prepare the system for their team, while agents need a clear process for making calls, handling callbacks, and capturing useful data.

Our new course, Dual-Track Guide for Admin Setup & Agent Workflows (hosted in the PropStream Academy), brings both perspectives together in a single comprehensive training experience. Choose the admin path to learn how to configure and customize BatchDialer, or follow the agent path for step-by-step guidance from your first login.

One course. Two paths. A clearer way to get started with BatchDialer.

What You’ll Learn

Admins: Build the Foundation for Your Team’s Outreach

From initial setup to daily campaign management, learn how to:

• Navigate the homepage: Get acquainted with the homepage and find your starting point in the course.
• Prepare your contact data: Learn how to format contact data, upload contact spreadsheets, handle duplicates, and navigate individual contact cards.
• Manage your phone numbers: Learn about purchasing, organizing, protecting, and registering numbers through various providers to maintain a stellar calling reputation.
• Configure campaigns: Understand campaign statuses, build preview and predictive campaigns, and explore advanced settings intended to boost answer rates.
• Customize call outcomes: Set up custom dispositions, establish workflow automation rules, and sync outcomes to CRM platforms.
• Understand the agent experience: Review agent access and workflows for running campaigns, handling callbacks, answering inbound voicemails, and maintaining standard operating procedures.
• Review team performance: Track time and productivity metrics, filter historical contact books, and export performance reports.

Explore the Admin Learning Path

Agents: Dial With Confidence From Your First Login

Get familiar with your daily calling workflow. You’ll learn how to:

• Start dialing: Understand campaign statuses and learn how to make calls and gather data.
  
• Run daily campaigns: Handle callbacks, respond to inbound voicemails, and maintain standard operating procedures.
• Keep call outcomes organized: Use the right disposition after each call to keep records accurate and follow up clearly.

Explore the Agent Learning Path

Two Roles, One Better-Connected Team

Knowing how to use BatchDialer helps your team spend less time figuring out the system and more time having productive conversations. It starts with understanding your role and developing consistent habits you can bring to every campaign.

The Dual-Track Guide for Admin Setup & Agent Workflows course will help you build that foundation. Whether you’re configuring BatchDialer for your team or managing daily calls, choose the learning path that fits your responsibilities and turn each lesson into practical skills.

Ready to Get More From BatchDialer? Enroll today!