Keep Vanillasoft routing in charge of the call list
Choose the Project, Team, and routed contacts your callers are meant to work. Trellus keeps that context attached and submits the selected Result Code and comments to the same contact after the attempt.
Where Trellus works in Vanillasoft
Vanillasoft already owns the routing decision
Stay with Vanillasoft Auto Dialing
Use its Progressive or Preview path when the native next-contact pace, configured phone system, Result Code workflow, and Vanillasoft reporting already fit the team.
Review the Trellus path
Use Trellus when callers should keep the same Project, Team, contact, exact phone record, and Result Code workflow but need a different supported call block.
Monitoring, Whisper, Break-in, Voicemail Drop, SmartCaller ID, Project-based Caller ID, and the native HUD are not Trellus claims on this page.
The Vanillasoft queue context Trellus preserves
A routed Project is not an exported generic list. Its selection and result rules remain operationally important.
Trellus works in supported Vanillasoft .net and .org caller environments. Vanillasoft admin pages are not calling surfaces.
The selected Project refreshes its Team options. Trellus keeps routed-today mode and the current Project/Team boundary instead of mixing the whole account.
Last Result, Lead Status, reached-before, Last Called, and available FilterPriority controls narrow the contacts. Trellus loads the queue in pages of up to 200.
Mobile, work, home, and other labels vary by Project. Trellus retains the exact Vanillasoft PhoneNumberID used for the attempt and result.
A Team that switches Projects with different labels or Result Codes should recheck the working setup before the next call block.
Six steps, with Vanillasoft still in charge
Open the caller environment
Start in the Project the caller is meant to work rather than an admin page or an untested host.
Choose Project, Team, and routing boundary
Use routed-today mode and available priority controls when those rules matter to the team's operation.
Confirm phone mappings
Review mobile, work, home, and other fields for that Project and preserve the exact phone-record identity.
Load the supported contacts
Trellus keeps contact, Project, Team, status, result history, and exact phone context with each row.
Work the supported call block
Current mode, line allowance, caller number, and region remain live-account checks rather than promises on this page.
Submit the exact Result Code
Select the real Quick or Full Result Code and add useful comments. Vanillasoft decides what that code does next.
One acknowledged Vanillasoft result
The public contract is the selected Result Code and comments on the same contact, with Project, phone, call-time, and available Team/user context.
A Result Code may route, schedule, reassign, or change status according to Project configuration. Trellus does not claim a second callback, Lead Status, or task write.
A shortcut should not hide another prompt
Vanillasoft limits Quick Results to 20 codes and excludes codes that require a callback, date, reassignment, or data-collection prompt. Those more complex outcomes belong in the Full Result path.
Maya works “Renewals — East,” enables routed-today mode, and confirms Mobile and Direct. One person answers. She selects the exact “Interested” Result Code and adds “Send security overview before the next call.” Vanillasoft accepts that result on the same contact.
If the Project has a Public Transcript Link field, Trellus can add the available link separately. If the field is missing, the successful Result Code stays successful and is not submitted again.
Vanillasoft and Trellus
Does Vanillasoft already have an auto dialer?
Yes. Vanillasoft documents Progressive and Preview Auto Dialing. Trellus is a separate supported calling path around the routed contact context.
Can Trellus use a Project and Team as the queue boundary?
Yes. Trellus supports Project and Team selection, routed-today mode, filters, and pages of up to 200 contacts. Confirm the live order and available FilterPriority options in the Project before a call block.
What does Trellus save to Vanillasoft?
It submits the selected Result Code and comments with the exact contact, Project, phone, and call-time context. Full Results can also carry available current-user and Team context.
Does Trellus schedule a Vanillasoft callback?
No separate Trellus callback is created. A Result Code may trigger scheduling configured by a Vanillasoft admin, but that is Vanillasoft behavior.
Does Trellus change Lead Status?
Trellus does not select a separate Lead Status. A Project's Result Code configuration may change status, but that is not an additional Trellus update.
Can Trellus use Quick Results?
Yes, for eligible codes. Vanillasoft excludes codes requiring callbacks, dates, reassignment, or data prompts and limits the Quick Result list to 20.
Does Trellus include Monitoring, Whisper, or Voicemail Drop?
No. Vanillasoft provides those and related controls as part of its own phone offering.
Does Trellus write to a connected CRM?
No. This workflow submits the supported result to Vanillasoft; it does not create a separate result in a connected CRM.
Bring the real Vanillasoft Project to the review
Show us the Team, routing rule, phone labels, Result Codes, and required post-call state. We will separate Trellus behavior from Vanillasoft configuration.
