Create "team member" logins for each person who will be making calls.
Now you’ll login at login.fixyourfunnel.com to create the Dialer/Messenger logins for each user.
This does not require that you use an Infusionsoft seat in order to have a team member use the dialer or messenger. There are advanced strategies that you could implement if you do have a seat for each Dialer/Messenger login you setup, but it is not required.
Create outcome groups for connecting the outcome tags to the saved search
Follow the video guide on this page to understand the setup process for outcome groups.
Start calling your contacts!
Finally, we’ll take the list of outcomes/tags we decided on and associate them with the Saved Search when it is selected in the dialer. This is done from within the login.- fixyourfunnel.com section and not within the dialer.fixyourfunnel.com section. Users who will be calling/texting contacts will use the dialer.fixyourfunnel.com login. Once you have set up your outcomes for the dialer, your team will be ready to start dialing.