Overview
The dialer allows you to make and receive calls to prospects without leaving Apollo.
You can join your team's live calls as a participant, as a listener, or as a coach, giving you flexibility to learn or help others grow. Use the dialer to host team calls and power hours, or coach your teams towards success.
If you or the team are calling prospects in two-party consent states or regions, announce yourself when joining a call and that the call may be recorded, if applicable. When in doubt, always disclose.
Check out the following sections to join team phone calls.
View Live Calls
To join live calls, you need permission to view and filter for active calls. Check out Create and Assign Permission Profiles to learn more about permissions.
To view active calls:
- Launch Apollo and click Calls.
- Toggle Show Filters > Show active calls to see calls occurring in real-time across your teams.
- Use additional filters to locate specific active calls that you want to join. You can filter by contact, user, purpose, direction, date, duration, or contact list.
When you find an active call, you can join the call.
Join an Active Call
To join an active call:
- Launch Apollo and click Calls > Show filters, then toggle Show active calls.
- Click Join Call beside a call, then select Listen-only, Coach, or Participate.
| Listen-only | Choose listen-only if you want to listen to everyone but stay muted. This option is ideal for monitoring calls as you can evaluate progress and then refer back to the call in your next coaching session without interrupting the flow of the call. |
|---|---|
| Coach | Choose coach if you want to listen to everyone but only speak to your team. This option is ideal for managers and trainers, as you can listen, support, and guide your team in real-time as they speak to prospects and clients. |
| Participate | Choose participate if you want to listen and engage with everyone on the call. This option is ideal for collaboration, joint and team calls, and power hours, as you can interact with all participants and lead by example. |
- Listen, participate, or coach on the active call.
- When you disconnect, you won't affect the host or contact's connection to the call.
You have now joined an active call.
Up to 250 people can join each call in Apollo. That's a lot of conversation!
Next Steps
Keep your team sharp on every call with these next steps.
| Dialer Overview | Get everyone aligned when you get to know the dialer and how to streamline calling workflows and boost team productivity. |
|---|---|
| Set Up the Dialer | Make sure everything is configured correctly: set up the dialer to get your team calling without friction. |
| Make Calls in Apollo | Help reps build momentum fast when they make calls in Apollo to connect with more prospects in less time. |
| Record Calls | Capture every conversation when you record calls to review performance and coach more effectively. |
| Use Call Purposes To Refine Call Reporting | Give your team better visibility when you use call purposes to track outcomes and improve reporting accuracy. |