Power Session

Power Session is a bulk engagement tool designed for high-volume outreach. Power through your call or email lists with an efficient, focused interface.

What Is Power Session?

Power Session helps you:

• Build a queue of contacts to engage
• Work through efficiently with minimal clicks
• Track outcomes in real-time
• Stay focused on one contact at a time

Use Cases

Starting a Power Session

Accessing Power Session

Navigate to CRM > Power Session (/crm/power-session).

Mode Selection

Choose your engagement mode:

Building Your Queue

Method 1: Filter-Based Queue

Build a queue from filtered contacts:

1. Click Build Queue
2. Select filters:
   • Lifecycle stage — Lead, prospect, customer
   • Status — Active, inactive, qualified
   • Company — Specific organizations
   • Tags — Tagged contacts
   • Lead score — Minimum score threshold
3. Preview matching contacts
4. Click Add to Queue

Method 2: Manual Selection

Hand-pick contacts for your queue:

1. Click Select Contacts
2. Search and browse contacts
3. Check contacts to include
4. Click Add Selected

Method 3: Saved Lists

Use a pre-built contact list:

1. Click Load List
2. Choose a saved list
3. All contacts are added to queue

Queue Management

Reorder or remove contacts:

Power Session Interface

The 3-panel layout:

Left: Queue Panel

• Contact cards in sequence
• Progress indicator ("Contact 5 of 50")
• Time estimates
• Completed count

Center: Workspace Panel

The main working area showing:

Contact Card:

• Name and title
• Company
• Phone/email
• Recent activity
• Tags and notes

Quick Actions:

• Call button
• Email button
• View full profile
• Add note

Right: Smart Actions Panel

Contextual suggestions:

• Suggested script — Based on contact type
• Talking points — Recent activity highlights
• Next best action — AI recommendation
• Quick disposition — Outcome buttons

Running a Calling Session

Before You Start

1. Ensure phone integration is connected
2. Test your audio
3. Have your script ready
4. Set aside focused time

The Calling Flow

1. Review contact — Check context and notes
2. Click Call — Initiate the call
3. Take notes — Log conversation details
4. Select outcome — Choose disposition
5. Next contact — Automatically advances

Voice Dock Integration

If using VoIP integration:

• Click-to-dial from contact card
• Automatic call logging
• Duration tracking
• Recording options (if enabled)

Call Dispositions

Mark the outcome of each call:

Taking Notes During Calls

The workspace panel has a notes field:

• Type notes during or after the call
• Voice-to-text if supported
• Auto-saves as you type
• Linked to contact record

Running an Email Session

Email Mode

Similar flow to calling:

1. Review contact — Check context
2. Compose or select template — Write email
3. Personalize — Add custom touches
4. Send — Deliver the email
5. Select outcome — Track result

Email Templates

Use pre-written templates:

1. Click Use Template
2. Select from template library
3. Personalize variables
4. Send

Templates can include:

• {{first_name}}
• {{company}}
• {{last_activity}}

Email Dispositions

Session Controls

Navigation

Keyboard Shortcuts

Progress Tracking

Real-time stats during your session:

Session Outcomes

Completing a Session

When you finish:

1. Click End Session
2. Review summary:
   • Total contacts
   • Outcomes breakdown
   • Activities created
   • Time spent
3. Choose follow-up:
   • Save as report
   • Schedule next session
   • Export results

Session Report

Auto-generated summary includes:

• Contacts attempted
• Disposition breakdown
• Activities logged
• Notes captured
• Duration and efficiency

Best Practices

Preparation

Before starting a session:

1. Define your goal — What outcome do you want?
2. Prepare your script — Have talking points ready
3. Queue quality — Ensure contacts are qualified
4. Block time — Avoid interruptions

During the Session

Stay efficient:

• Don't over-research each contact
• Use templates when possible
• Log dispositions immediately
• Take brief, actionable notes

After the Session

Follow up on outcomes:

• Review flagged callbacks
• Schedule promised follow-ups
• Update contact records
• Analyze success rates

Power Session Settings

Configure defaults in CRM Settings > Power Session:

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Next Steps

• Activities — What Power Session creates
• Contacts — Manage your contact lists
• Campaigns — Larger-scale outreach