Dial Amp

Dial Amp / After a call

Use the Dial Amp retry queue

Review scheduled retries, select eligible calls, and start a session with the contacts you are allowed to retry.

After a callAbout 6 minutesAgents can work with their own ready retries; administrators can filter team and user retry queues.

Purpose-built for Zoho CRM

What you’ll accomplish

The result

The Retry Queue organizes scheduled calls by when they are ready. An agent can select only ready retries assigned to that agent; administrators have broader team filters.

Before you begin

  • Your Dial Amp workspace has scheduled retry records.
  • You are signed in as the agent assigned to the retries, or as an administrator with access to team filters.
  • You know whether you want to start a session from history or use selected retries during setup.

Access to have ready

Use an account with permission to access the Zoho CRM records and Dial Amp settings needed for these steps. The right access depends on your organization’s setup; ask your CRM administrator if you’re unsure.

Screen-sharing video coming soon

There isn’t a video for this tutorial yet. You can follow the written steps and screenshots now.

Follow along

Step-by-step instructions

Work through the steps in order. Each number marks an action in this tutorial.

  1. Open Call History

    In Dial Amp, open Call History and select the Retry Queue tab. The other tabs are Session History and Errors.

  2. Choose a retry time filter

    Use All, Ready now, Today’s calls, or Earlier calls to narrow the queue. Administrators can also use team or user filtering where available.

  3. Select the retries you can work

    Select ready retries assigned to your user. Agents cannot select or dismiss another user’s retries; administrators can filter all or team retries.

    • Use Dismiss to remove a scheduled retry you no longer need.

  4. Start a session from Call History

    With eligible retries selected, click Start Dial Session to open a session using those contacts.

  5. Or use selected retries in session setup

    You can also choose imported/retry contacts as Contact Source in session setup. Review the selected contacts and use Use Selected for the eligible retries; use Dismiss Selected only when you intend to remove those scheduled retries.

You’re done when…

Check your result

  • The queue filter shows the retries you intended to review.
  • You can select only eligible ready retries assigned to your user, unless you are an administrator.
  • The contacts you selected appear in the session launched from the queue or session setup.

If something doesn’t look right

Troubleshooting

Why can I see a retry but not select it?

Agents can select only ready retries assigned to the current user. Check the filter and assigned user, or ask an administrator to review the team queue.

Why is a retry not in Ready now?

It may be scheduled for later. Check Today’s calls or Earlier calls to locate it.

What happens when I click Dismiss?

Dismiss removes the scheduled retry. Use it only when you intend to remove that retry from the queue.

Keep going

Next tutorials

After a callHow to follow up after a Zoho sales callRecord the call outcome and complete the configured task or other follow-up without confusing a prompt with a saved action.Getting startedHow to call a list in Zoho CRM with Dial AmpSelect Leads or Contacts in Zoho CRM and move through them in a Dial Amp calling session.Calling setupHow to create and use call dispositions in Zoho CRMConfigure separate dialing and live-answer sets, then understand what an outcome and its after-click action do.
Back to all tutorials