Description

This article will guide you through how to start using your Preview Line Dialer.

Loading the Dialer

Step 1

Select the leads that you wish to load into your dialer. You can either select them individually by clicking the grey house icon to the left of the owners name...



Or by clicking the check mark icon at the top of your Vortex to select the entire list.



_Note:_ You should only load up to 500 leads into the dialer at a time. If you need to shorten your list you can use the filter option "Record Limit" and make sure you select the check box and enter 500 as the record limit.

Step 2

Click on the blue dial icon in the top center of Vortex.



Step 3

Vortex will then ask you if you would like to Start a new session, or to Resume your previous session. If you select Resume, it will continue the most recent list that you were calling. Selecting to Start a new session will load the dialer with the list that you selected in step 1.



Step 4

Next, select your dial settings. The system is set to automatically exclude DNC numbers, mobile numbers, numbers called today, and agent numbers. If you would like more information on which numbers you are allowed to call, we recommend consulting your broker or checking your local laws. It is your responsibility to be compliant with the laws in your area.

On the left-hand side you will be able to customize which call dispositions are loaded into the dialer. It will automatically include No Disposition, Voice Message, and No Answer. To change these simply check the box next to the ones you would like to include. Or unselect any you would like to exclude.

You can also limit the amount of phone numbers that are dialed from each lead. To do this you will select the number that you want, and then click the check box. This is located in the Miscellaneous section of the Dial Settings.



Next, click “Load Dialer” on the Dial settings page. Keep in mind the number of leads will differ from the number of phone numbers.


*Note: If this is your first time loading the dialer, you will be prompted to register your business with WAVV's Trust Hub.



WAVV is a separate company from REDX. To learn more about registering your business and their Trust Hub, click here.

WAVV Trust Hub

You will also have to accept the WAVV terms of service, and add your first phone number to the dialer.




Step 5

Determine how you want to connect to the dialer. Select if you want to use the computer Audio, have the dialer call your number, or to Dial-in to WAVV and enter in the pin provided.



Selecting Computer audio will allow you to make your calls right from your computer. You will need a headset with a microphone that you can plug into your computer. We recommend using this option as it is most compatible.

If you choose the Call me at option, the WAVV Dialer will call the number you have selected in order to connect the dialer to your cell phone, and allow you to make all of your calls from there.

The Dial in to WAVV option will also allow you to connect your cell phone to the dialer. To do this you will call the number that it provides, and then enter in the pin as prompted.

Step 6

In the upper right-hand corner, to the right of the start button, click on the gray Settings wheel.



Step 7

The General settings box will appear and you can make adjustments from there. Keep in mind that you cannot set up a voicemail with the preview line dialer but you can upgrade to our single line dialer if you want to have a pre-recorded VM.



Some settings will be unavailable with the Preview Line Dialer.

You can make your selections and once you are done, click on the "X" in the upper right-hand corner of the general settings box and it will save your selections. If you have any questions about the different options, you can hover over the little blue "?" to the left of each option and it will explain that option.

Step 8

To start calling you will now click on the "Dial" button, and the dialer will begin calling through the leads that you have loaded in.



After clicking on dial, you should see the little phone icon next to the number moving as well.

Lead Dispositions

Once you have started calling your leads, you will want to make sure that you are dispositioning them. You will see this dropdown after you have called a number on a lead.



You can also open the disposition dropdown by clicking on the gray rotary phone icon to the right of the phone number as seen below.

Skipping or Deleting a lead

You can also skip past and/or delete a lead by clicking on the right arrow or the trash can in the bottom right-hand corner of your dialer screen.



Once you have dispositioned each call you will need to click on the "Resume" button to move to the next number or lead.

Call Transferring

You can now transfer a connected call to another number, as well as merge calls to create a conference call between three people. Once the person answers your call, you will be able to select the transfer icon.



The dialer will then have you select the name or number of the person you would like to transfer them to. If you have not transferred a call to that number before, you can enter any valid number into the search bar.



You can then select whether you would like to do a "Cold Transfer" or a "Warm Transfer". A cold transfer will automatically discount you from the contact and blind transfer them to the number you've selected. A warm transfer will place the contact on hold while you dial the number you've selected the transfer them to. Once the number you are transferring to has picked up you can then merge it into a three-way call by clicking the "merge" button...



or leave the conversation allowing your contact and the transfer number to continue their conversation.

Updated on: 02/14/2025