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• Phone Field

  Phone Field What is the phone field: Selects which phone field to call from. SFDC Orum will recognize all the phone fields that exist on a contact/lead in Salesforce Selects which phone number in SFDC (phone, mobile, etc) you’d like to dial. You do not need to put the phone field in the report. Orum will detect all available phone fields on a lead/contact. Orum willVery popular

• Snooze

  Snooze Button What is Snooze? Orum will not call a prospect until the specified date you've selected Choose a Date From the Calendar Dropdown Best practices for Snooze? Snooze is primarily used in SFDC, since it is not task based. Use Snooze whenever youVery popular

• Refresh Button

  Refresh: Bring List to Current State What does refresh do? Pressing Refresh will bring the list up to its current state, without losing track of where you left off. People who've been called will not re-appear. People who've been cancelled on will remain under the "Cancelled Calls" section. When do you use refresh? SFDC If you've made changes to the report like adding/removing filters, aPopular

• Parallel Dialer

  Parallel Calls Box What is parallel dialing? Parallel dialing is calling multiple numbers at once. Orum's A.I. is constantly scanning for a real human, in which case you will get connected to them and all other calls will be cancelled. A call ends for some reason (went to voicemail, failed, busy tone, etc.), in which case Orum will disposition the call for you, end the call,Popular

• Blacklist

  Blacklist Button What is Blacklist? Blacklisting is a feature that will allow a user to block Orum from calling a specific number. Keep in mind this will NOT blacklist the prospect. If you blacklist a # that is shared across records, Orum will also skip those prospects if the phone field you've selected contains it. You also have the option of only blacklisting it for parallePopular

• List View

  Orum List View How do I remove from a list? To remove someone from the list during a call session, you may click the boxes to the left of the prospect record and click "Cancel". Keep in mind that this will only remove them for that session. If you were to RESET the list, it would show up again. To permanently remove someone from a list, you would need to edit the report in SFSome readers

• Reset

  Reset Button What does the Reset Button do? Resets the list from the beginning and brings the list to its most current state. This is different from Refresh, which brings the list to it's most current state, but does not lose where you last left off.Some readers

• Call Forwarding

  If people call back what happens? If you have Call Forwarding, it will ring the phone number you’ve setup. What is call forwarding? Call forwarding allows a prospect to call you back on the numbers you're calling from in Orum. How does call forwarding work? Click the "number you choose" hyperlink in the subtext of the sidebar: Click This Hyperlink to Start EntSome readers

• Connect Screen

  Connect Screen How do I know I got connected? When a prospect connects, you’ll hear a beep and the screen will change. You will see important information about the person (e.g. name, title, LinkedIn URL, stage, etc.) based on your setup. 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 avoiSome readers

• Call From Number

  Call From Number What is the Call From Number? This is the number that you’ll be calling from, the number your prospect will see. Is this local presence? Orum does not support local presence at this time. The number you select are owned by you and not shared with other users. How do I add a Call From Number? Select the "+" icon to the right of the feature, right above the trash can icFew readers

• PowerDialer

  What is power dialing? Powerdialing is an automated way to dial prospects one at a time. The call is live so there is handoff delay and the information is presented while dialing. In Orum, you also have the option of fully automating it. PowerDialer - Found in the Parallel Calls Box When do I use power dialing? Typically PD is used for lower volume lists, lists where yFew readers

• Search Lists

  Search Lists: How to Bring in Your Prospects How do I get my prospects into Orum? SFDC By creating reports in SFDC. Outreach & Salesloft Orum will bring in Sequences and Cadences What SFDC reports does Orum support? The reports we support are below: Leads Contacts Contacts and Accounts Activities with Leads Activities with Contacts Campaigns with Leads CampaiFew readers

• Voicemail

  Automated Voicemail Drop What is the Voicemail feature? Orum supports the ability to drop pre-recorded VM's automatically. How does Voicemail work? Orum’s voicemail drop does not require manual intervention. For example, if you are parallel dialing 5 at once and Orum encounters 5 VM systems, it will drop 5 VM's for you, while simultaneously dialing 5 more lines. In pFew readers

• Filter

  Filter Button What does Filter do? By clicking the “Filter” button, you can apply various filters to limit which prospects to dial. You can also sort by fields. What fields can I filter on? Outreach Outreach Filter Options Salesloft Salesloft Filter Options(httpFew readers