Dialing Workflows, Lead Ownership & Platform Updates - July 7, 2026

Tech Tuesdays: Dialing Workflows, Lead Ownership & Platform Updates

This Tech Tuesdays session focused on reviewing GenieREI's core dialing workflows, walking through best practices for the native dialer and WaveDialer integration, and resolving several user-specific technical issues. The call also covered inbound call routing configuration, dashboard metrics accuracy, and marketing strategy guidance for diversifying lead sources.

Key Takeaways

• Two Dialing Methods Available: GenieREI supports a native single-line dialer (via the Attack List) and the WaveDialer integration for triple-line dialing, live coaching, and dynamic local presence.
• Lead Ownership Bug Fixed: A bug that allowed reps to see and call leads already claimed by teammates has been resolved. The Remove Followers from My Leads automation was republished and a manual trigger was run to correct all existing leads.
• Inbound Caller ID Bug (GHL): A known GoHighLevel bug currently prevents the mobile app from displaying a lead's name on inbound calls, showing a generic GHL number instead. This is in the GHL product fix pipeline.
• Dashboard Tracks New Leads Only: The performance dashboard is intentionally configured to count only new leads — not repeat submissions — to provide an accurate measure of marketing effectiveness.
• Standalone GenieREI App in Development: To resolve recurring GHL mobile app limitations, GenieREI is building its own standalone mobile app (estimated release: January/February 2027).
• PPC Delivers Strong ROI: SM3-managed PPC campaigns are achieving a 4.7x ROI at a $10k/month budget with a 10:1 lead-to-contract ratio — significantly more efficient than cold calling alone (35:1 ratio).

Dialing Workflows: Step-by-Step Processes

Native Dialer (Single-Line)

The native dialer is accessed directly from the Attack List inside GenieREI. Use the following call status guidelines after every dial attempt:

Appointment Types

• Follow-Up Appointment: Internal-only scheduling. No reminders are sent to the seller. Use this for internal callbacks and check-ins.
• Offer Appointment: High-priority. Automated text reminders are sent directly to the seller. Offer appointments are visible to all closers on the team and are available on a first-come, first-served basis — rewarding the most proactive reps.

WaveDialer (Triple-Line Dialer — Paid Add-On)

WaveDialer is an integrated paid add-on that significantly increases dialing efficiency. Key features include:

• Triple-Line Dialing: Dials three leads simultaneously and connects the rep to whichever lead answers first, maximizing talk time.
• Local Presence: Automatically displays a caller ID that matches the lead's local area code, improving answer rates.
• Live Coaching Tools: Managers can:
  • Listen In — monitor calls silently without anyone knowing.
  • Whisper — speak directly to the rep during a live call without the seller hearing.
  • Barge — join the call as a full participant when needed.
• KPI Split: Outbound call stats are tracked inside WaveDialer; inbound stats are tracked inside GenieREI. A unified KPI dashboard combining both is currently in the product pipeline.

Recommended Daily Dialing Workflow

1. Review Hot Leads First: Start each day by checking your My Leads list or using the Osprex AI Call Coach add-on to identify the highest-priority prospects that need extra attention before your dialing session.
2. Launch a New Wave Campaign Daily: Create a fresh WaveDialer campaign each day from the Attack List. This ensures you are always dialing the highest-priority leads and prevents stale campaign data from skewing your session.

Inbound Call Routing Configuration

To ensure all inbound marketing calls are captured and routed correctly, follow these best practices:

• Route all marketing numbers (direct mail, PPC, etc.) to a single GenieREI tracking number.
• In your call routing settings, enable "Ring All" to maximize answer rates across your team.
• Enable "Show CRM's Phone Number" so reps can identify which marketing source is generating inbound calls.

⚠️ Known Bug: The "Show CRM's Phone Number" setting is currently broken on the GHL mobile app. Inbound calls display a generic GoHighLevel number instead of the lead's name or source number. This is a confirmed GHL bug and is in their product fix queue. No workaround is available at this time.

Lead Ownership: How It Works

A bug was identified where leads that had already been claimed by one rep remained visible and dialable by all other reps, causing duplicate outreach and team confusion. The following resolution has been applied:

• The Remove Followers from My Leads automation was moved out of draft status and republished.
• A manual trigger was executed to retroactively apply the fix to all existing leads in the system.
• Going forward, once a rep claims a lead, it will be automatically removed from the visibility of all other team members.

Dashboard & Performance Metrics

How "New Leads" Are Counted

The GenieREI performance dashboard is intentionally configured to track new leads only. Repeat lead submissions (e.g., from a cold caller submitting the same contact more than once) are not counted as new leads on the dashboard. This design choice ensures that marketing performance metrics are accurate and not artificially inflated.

• Repeat leads are still added to the Attack List for follow-up — they are not discarded.
• A "Leads Submitted" widget (showing total submissions including repeats) is being investigated for a future dashboard update.

Benchmark Performance

As a point of reference shared during this session: a 10:1 new lead-to-contract ratio was reported using SM3-managed PPC campaigns, with 11 contracts closed in a 7-day period at a $10k/month ad spend.

Marketing Strategy: PPC vs. Cold Calling

Recommendation: If you are already running a successful cold calling operation, maintain it — but consider adding a PPC budget to diversify your lead sources and improve your overall lead-to-contract efficiency.

Known Bugs & Platform Roadmap

User-Specific Resolutions from This Session

Austin Van Elst — Onboarding

• A2P Registration Blocked: Austin's legal name does not match his EIN due to a business name change. He will send his Certificate of Amendment to nosheen@genierei.com so the A2P registration can be resubmitted.
• Website Domain Not Pointing Correctly: The FinalHomeBuyers.com domain is not redirecting to his new GenieREI website. Nosheen will configure the redirect via GoDaddy.
• Accounting Solution Needed: After migrating from ReSimply, Austin needs a new accounting tool. QuickBooks is recommended, as it will integrate with GenieREI for advanced financial reporting.

Anthony Milanko — Mobile App Bugs

• The "Notes about leads" display is unreadable on the GHL