Dialing from a list view in Pipedrive really brings out the usefulness of Kixie’s Pipedrive integration in general, and the Kixie PowerCall® in particular. On the Pipedrive contacts page, you can see in the example below, that I have created a list of contacts, in this case using a filter. You can also create such a list view with phone numbers in the deals page, if you prefer.

List View

By utilizing the blue Kixie click-to-call icon beside each number, I can dial down the list very efficiently, click by click! Additionally, whenever I make a call, my Kixie PowerCall® will populate with the caller’s information and give me the opportunity to:

  1. View and edit the contact’s basic Pipedrive information
  2. Click into the contact and/or its most recent deal if desired
  3. Compose a note that will sync into the Pipedrive contact
  4. Schedule a future activity with the Pipedrive contact
  5. Log a Call Disposition regarding the outcome of the call with the contact

PowerCall in List View

This way, I can dial down a list with with click-to-call, and when I do need to click into the actual contact or deal, make edits, log notes or schedule activities, I can do that efficiently without slowing down or breaking my workflow.

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Categories: Pipedrive

3 Comments

How Kixie Syncs Your Call Activities with Nutshell - Sales Productivity · April 1, 2016 at 2:23 pm

[…] tool. It functions as an enhanced, Nutshell-driven caller ID, as well as a shortcut into Nutshell. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides […]

How Kixie Integrates Your Phone Calls with Contactually - Sales Productivity · April 1, 2016 at 4:49 pm

[…] functions as an enhanced, Contactually-driven caller ID, as well as a shortcut into Contactually. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides […]

How Kixie Syncs Your Call Activities with Pipedrive - Sales Productivity · April 11, 2016 at 11:14 am

[…] It functions as an enhanced, Pipedrive-driven caller ID, as well as a shortcut into Pipedrive. See this article for a more in-depth look at the ideal utilization of this key Kixie feature. It provides […]

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