What is Preview Dialing?

By Hal Werner

Preview dialing is the simplest outbound dialing mechanism. The preview dialer selects a customer record from a call list and proposes this call record to an agent. The agent can then look at the customer record (the “preview” phase) and decide to call this customer.

With a preview dialer at the end of a call your advisors are able to see the next call on the list. It is up to them when to make the call and they may also be able to skip to the next name on the list. The can be ideal for more complex sales where a bit of research is required between calls to increase the chances of success.