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Set Up the Dialer

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Stephanie Griffith
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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.

The majority of the Dialer setup takes place in the Calls Settings page which you will access from your Personal Settings. Navigate to the Settings by clicking your name in the upper right corner. Then, click Settings in the dropdown menu. Once you've gone to the Settings pages, select the Calls page from the left side menu.   

In this article, we will walk through how to set up your Dialer, including:

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

Your SalesLoft 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 grey 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).

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

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 Personal Settings, go to the Calls page.
  3. Below the Phone Settings, find the Your SalesLoft Number.
  4. In the SalesLoft Number instructions, is the inscription, Want to show a different number on Caller ID? Click here. Click the here link. The Custom Caller ID Number instructions and textbox will appear. 
  5. Enter a number in the Caller ID box.
  6. After you enter the number you will be required to verify the number. Click the blue Verify button. An on-screen code will appear. 
  7. You will receive a call to the number you entered. Listen to the voice instructions and dial in the on-screen code in order to verify you have access to the phone.
  8. After you verify your preferred Caller ID number, it will appear as your Caller ID on outbound calls. 

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To revert the Caller ID 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 reset 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.

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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.

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

Inbound Call Settings

Inbound Calling allows you to receive calls from People you have previously called. There are two options for inbound calls you can select between:

  • Send to a Forwarding Number: The forwarding number will redirect calls made to your SalesLoft-provisioned number. You select the phone line that calls will redirect to. Typically, users opt to have calls forwarded to their mobile or office lines. 
  • Send to Voicemail: Calls made to your SalesLoft-provisioned number will be returned as an Inbound call to your desktop. If you cannot pick up the phone, the caller will be able to leave a voicemail message. You will be notified of the the voicemail message and can listen to the record in SalesLoft.
    • Things to Note: Inbound Calling must be enabled to receive voicemails. If Voicemail is selected, inbound calling will be checked on by default. 

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Once you have selected your inbound call option, you will see the Accept Inbound Calling setting. This setting enables inbound calling through your desktop. To learn more about Inbound Calling and the steps to set it up, check out Getting Started with Inbound Calling.

Things to Note: In order to use inbound calling, you must download the SalesLoft Chrome Extension.

When you make selections for your Inbound Call Settings, complete the set up by clicking Save. 

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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 Calls Settings.

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

Things to Note:

  • You must enter a direct phone line as your forwarding number, like a cell phone or landline. Phone numbers that require extensions will not work.  
  • 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 Personal Settings.
  2. Select the Calls page. Scroll to the Inbound Call Settings. 
  3. For the Inbound Call Options, select Send to a Forwarding Number. 
  4. The Forwarding Number box will appear as a text box below the Inbound Call Options. Enter the phone number that you would like your calls forwarded to.
  5. Click Save.

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Record Drop-In Voicemail Messages

You can pre-record voicemails from your 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.
  7. Test your audio settings to ensure everything is running smoothly prior to making your first call. 

If you run into any technical problems with the Dialer, check out our Microphones and Headsets article for more help. 

 

SLU: Personal Settings Calls (Video)

Want to know how to set up your SalesLoft Profile Settings, but prefer a video format? Visit SalesLoft University to see the Dialer Setup video tutorial. 

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