Set Up the Dialer

The SalesLoft Dialer is designed to increase your call efficiency and effectiveness with features that make your sales process smarter. But before you hit the phones, you need to be sure your dialer is set up properly.

Majority of the dialer setup takes place in the Calls tab which you will access from your user settings. Navigate to the settings by clicking your name in the upper right corner. Then, click Settings in the drop-down menu. Once you've gone to the settings page, select the Calls tab from the left side menu.   

In this article, we will walk through how to setup your dialer, including:

• Your Assigned Number
• Enter Your Forwarding Number
• Set Up a Custom Caller ID
• Add Pass Through Number
• Enable Click to Call
• Record Drop-In Voicemail Messages
• Enable Your Microphone
• Test Your Audio Settings

If you run into any technical problems with the dialer, check out our Dialer Troubleshooting Guide for more help. 

Your Assigned Number

If you're wondering whether or not you have dialer access, there is a quick way to figure that out (besides asking your admin).

SalesLoft Users with access to the dialer will have an assigned phone number listed in the Call settings. This phone number has been provisioned for your dialer access by your team admin and will allow you to call people using the SalesLoft platform.

The assigned number will be in a gray text box, meaning you can't edit it. When you call prospects using the dialer, the assigned number will show up as your Caller ID number (unless you are using LocalDial or set a custom Caller ID).

If you do not see a phone number listed, reach out to your team admin so they can assign your phone number. 

Enter Your Forwarding Number

SalesLoft can receive incoming calls outside of the SalesLoft platform as long as you provide a forwarding phone number - like a cell phone or desk line - in your call settings.

With a forwarding number in place, a call from person calling your provisioned number will be re-directed to the phone line you enter as your forwarding number so you can accept the incoming call. 

Things to Note:

• Include your country code when setting your forwarding number. For example, if your forwarding number is a  US number, enter  +1 followed by the telephone number, as in the screenshot above.
• You can answer incoming calls within the platform itself. Learn more in our About Inbound Calls knowledge base article.  

To set up your forwarding number, follow these steps:

1. Go to your user Settings.
2. Select the Calls tab. Under Phone Settings, you will see the grayed out Outbound Number. Your outbound number has been assigned to you by an admin and is provisioned from SalesLoft’s third-party provider, Twilio. 
3. Below the Outbound number, you will find the Forwarding Number box. Enter the phone number that you would like your calls forwarded to.
4. Click Save.

Set Up a Custom Caller ID

Today, most people can see who they are receiving a call from thanks to Caller ID. Anyone guilty of screening their calls can admit you typically answer a phone number you recognize, while unknown numbers get ignored and are left to leave voicemails. 

When you make calls through SalesLoft, your Caller ID defaults to your assigned phone number. However, that doesn’t mean you are stuck displaying that number. If your customers are familiar with your personal cell phone number, or you would prefer people to see your desk line, you can edit your SalesLoft Caller ID to reflect the number you want.

Things to Note:

• A verified number cannot be used by any other user.  
• LocalDial will override the Custom Caller ID.

Follow these steps to set up a Custom Caller ID:

1. Access your Settings in the top right corner.
2. Under Your Settings, go to the Calls section.
3. Below your Assigned Number you will see a blue link that says Show a different number on Caller ID. Click the link.
4. Enter a number in the Caller ID box.
5. After you enter the number you will be required to verify the number. Click the blue Verify button.
6. You will receive a call to the number you entered. Dial in the on-screen code in order to verify you have access to the phone.
7. After you verify your preferred Caller ID number, it will appear as your caller ID on outbound calls. 

To the Caller ID will revert to using your provisioned Assigned Number, select Remove. 

If you remove or change your Caller ID and revert back to the same number later, you do not have to verify the phone number again. Simply re-enter the number and hit Verify to re-set the Caller ID.

Add a Pass Through Number

Call pass through allows you to use a landline, like your office phone, or a cell phone. Calls will still initiate from the SalesLoft platform, but they will be passed (get it?) from the dialer to whichever line you prefer.

To learn more about how to enable call pass through, check out our Pass Through Calls article.

Enable Click to Call

Click to Call brings the functionality of the SalesLoft dialer into your Salesforce account with the click of a button.

Follow these instructions to enable click to call:

1. Go to your Calls settings.

2. Scroll to the Click to Call Enabled? option.

3. Select the checkbox.

4. Refresh your SalesLoft page. 

5. Open Salesforce. You will now see the blue SalesLoft Call button next to any phone number. Click the number to open the dialer.

For more information on making calls from Salesforce, check out our The Dialer in Salesforce section.

Record Drop-In Voicemail Messages

You can pre-record voicemails from you Calls settings. Once messages are recorded, you can drop them in your prospect's voicemail box when using the dialer. 

To learn more about how to add a new drop-in voicemail message, check out our Drop-In Voicemails Recordings article.

Enable Your Microphone

Before you start using the dialer, you will need to enable the microphone settings within Google Chrome.

A dialogue box should prompt you to enable the microphone the first time you open the dialer. Click Allow. If you don't click Allow, SalesLoft won't be able to make any phone calls from the dialer.

You'll see a camera symbol in the URL bar, when you click that, you will be able to Continue allowing SalesLoft to access your microphone.

If you are not given the option to Allow SalesLoft to Use your Microphone, follow the instructions listed below to enable your microphone:

1. Open your Google Chrome web browser.
2. At the top right of your browser, click the three vertical dots Settings.
3. Scroll to the bottom of the listed settings and Click Advanced. 
4. Under the Privacy and Security section, Click Content Settings.
5. Scroll down and select Microphone.
6. Click on Manage Exceptions and make sure SalesLoft is labeled as allowed.

If you run into any technical problems with the dialer, check out our Dialer Troubleshooting Guide - Microphone for more help. 

Test Your Audio Settings

The in-app dialer includes the ability to adjust audio settings to your preferred device. For example, if you would like to use an alternative microphone then your set default, you can select a different default option in the audio settings.

To set a device default, click the settings cog. Next, you will see the mic and speaker devices available on your computer. Select your preferred device and you'll be good to go.

Things to Note: If call passthrough is enabled, the audio settings are unavailable, because the audio for the call is taken on by the device you are using for call passthrough.

You can also test your audio to ensure your selected device (headset, speakers, etc.) is properly connected and working.

1. Access the Dialer. 
2. Select the gear shift icon in the upper left of the dialer to access Audio Settings.
3. Click Play Test Sound. Music will begin playing from your selected device. If you do not hear anything, select the Headset icon to set your device.