Connect Screen

How do I know I got connected?

When a prospect connects, you’ll hear a beep and the screen will drop down under the prospects tab.

You will see important information about the person (e.g. name, title, LinkedIn URL, stage, etc.) based on your setup.

What number am I connected on?

You will see the number highlighted in green.

Can they hear the beep?

No, this is rep side audio only. The prospect will not hear a beep, so it is important to speak quickly after being connected to avoid dropped calls.

What does the CRM Icon do?

The CRM Icon takes the user to prospects page in the respective CRM

What does redial do?

This button will redial the prospect. The phone call is live (no delay). This is a standard best practice if you are hung up during parallel dialing is to promptly redial. Your chance of connecting is much higher.

What does Pause Dialing do?

Orum will not move onto the next call after the current one is finished.

What does Resume Dialing do?

This button will resume dialing.

How do I log my call? / Where do Dispositions come from?

Upon a connect, Orum will provide a dropdown for selecting a disposition.

Salesforce

There is a setup involved that requires you provide us your dispositions.

Outreach & Apollo & Hubspot

We pull from the API to provide dispositions.

Salesloft 

We pull from the API to provide dispositions & Sentiments.

Can I edit the fields?

If a field is editable in your CRM, you will be able to click into the field.

How do I change what fields show up when I am connected?

Salesforce

The fields come from the report. Support Report Typs Here.

Outreach & Salesloft & Apollo & Hubspot

This is done in the settings tab.

Can I create a follow up task in Orum?

For Salesloft & Apollo

This feature is unavailable

For Salesloft, Outreach, and Hubspot

Task Button: Allows you to Create a Task in the CRMs