Manage Team Dialer Settings

As a SalesLoft admin, you have specific privileges to set up and manage your team's access to the Dialer. You can provision and manage phone numbers from the Dialer tab in your Team Settings under the Communication section.

In this article, you will learn about the components of the Dialer Settings, including:

• Provision Phone Numbers
• Assign Users a Phone Number
• Set a Teamwide Fallback Number
• Enable Messenger
• Establish Call Recording Settings
• Dispositions and Sentiments
• SLU: Team Communication: Dialer Settings (Video)

Provision Phone Numbers

In order to use the Dialer, an admin needs to assign a provisioned phone number to each user. Provisioned numbers are supplied from SalesLoft’s third-party provider, Twilio. You are allowed to provision as many phone numbers as the total number of SalesLoft users you have (i.e., if you have 10 users, you may provision up to 10 phone numbers).

Things to Note: SalesLoft defaults to United States local phone numbers. Check out our Knowledge Base article for instructions to provision an international number.

To provision phone numbers, follow these steps:

1. Go to the Dialer page under your Team Settings.
2. If you have not previously agreed to the Terms of Service provided on the Billing Authorization prompt, click Agree to Account Billing and Activate Dialer to continue.
3. When the Provision a Number page appears, enter the area code you would prefer for the phone number you would like to provision. For example, if you are located in Atlanta you may want to assign your users a “404” provisioned number.
4. Hit Search Available Numbers.
5. A list of available phone numbers should appear. Select Choose this Number to reserve a number for your team's use. If numbers do not appear, phone numbers from that area code may be unavailable. Enter an alternative area code and click + Search Again. 
6. After you select a phone number, the number will appear in the Unassigned Numbers column within your Dialer Settings. Numbers will remain in this section until they are assigned to a specific user.        

Assign Users a Phone Number

Once you have provisioned the phone numbers for your team, you need to actually assign those numbers to individual users.

A list of your team members who have not been assigned phone numbers will be listed under Unassigned Users. If a user is listed in the Unassigned Users section, they do not have access to the Dialer.

Once you select a phone number for a user (aka, assign them a phone number), the user's name will appear under the Assigned Numbers column. 

To assign a phone number to a user, follow these steps:

1. Go to the Dialer page under your Team Settings.
2. Under Unassigned Users find the name of the individual you would like to assign a phone number to.
3. Select + Assign.
4. A list of provisioned phone numbers will pop up. Pick a number for the user.
5. The provisioned number that you assign to a user will appear in the user's Phone Settings as their Assigned Number. 

Removing an Assigned Number

Admins can remove, or unassign, a number from a user. Why would you want to unassign a number from a user? Here are a couple of common reasons for removing a user's number:

• The user takes on a new territory: If you originally assigned a phone number for a specific state or region, and then alter where your rep is calling into, you may want to unassign their current number.
• The user leaves your organization: Businesses are constantly changing. If a user goes onto a different role or leaves your company, they no longer need their assigned number. Plus, once you unassign the number, you can assign it to a new hire that fills the role.

To remove a number, select the red Unassign icon next to the user’s name and number. The name of the user will now appear under Unassigned Users while the phone number will show up under Unassigned Numbers.

Set a Teamwide Fallback Number

Each SalesLoft user sets up a forwarding number to receive callbacks from people they have reached out to using the Dialer. But sometimes users forget or neglect to add their forwarding number.

This is where the fallback number comes to the rescue. By entering a fallback number under the Team Dialer Settings, returned calls that cannot find a forwarding number will still be directed to your company. 

To set your fallback number, enter your preferred number in the dialogue box under Fallback Number and hit enter. As a SalesLoft best practice, use a central line, like the front desk, as your fallback number.

Enable Messenger

Admins with teams who have purchased Messenger will have the ability to turn it on under Team Dialer Settings and grant their team the ability to send and receive SMS messages through SalesLoft. 

Things to Note: 

• Access to Messenger requires purchase of an unlimited Talk and Text plan for any teams that plan on using Messenger. For more information, please reach out to your SalesLoft rep. 
• Users must have the Messenger permission in order to enable messenger.

To turn on Messenger for your team, follow these steps:

1. Go to the Dialer page under your Team Settings.
2. From the Dialer Settings, select the Messenger tab.
3. Below Messenger, you will see a toggle. Click the toggle to turn it from grey to blue. The button will change to say Messenger is enabled. 
   • If the toggle is grey, it will say Messenger is disabled, meaning your team will not be able to send messages.

Establish Call Recording Settings

Your Team Dialer Settings also contain the SalesLoft Call Recording Settings and Governance restrictions.

To learn more about each of these setups, please check out our Manage Call Recordings and Governance article.

Dispositions and Sentiments

There are two important things you want to know when a call is logged: (1) what happened during the call and (2) the outcome of the conversation. SalesLoft uses the Disposition and Sentiment fields to keep track of your team's call outcomes.

All teams start with the standard dispositions and sentiments. Admins with the Dispositions & Sentiments permission can edit or create dispositions and sentiments. 

To learn more about Disposition and Sentiment Management, check out our Manage Dispositions and Sentiments article. 

SLU: Team Communication: Dialer Settings (Video)

Want to know about team Dialer Settings, but prefer a video format? Visit SalesLoft University to see the Team Communication: Dialer Settings video tutorial.