Calling from SalesLoft Mobile

To start dialing from your phone, open the SalesLoft Mobile app.

Now that you've completed step one, there are different ways to go about calling a Person from the mobile app depending on your personal preference. 

In this article, we will walk through how to make calls using SalesLoft Mobile, including: 

• Your First Call with SalesLoft Mobile
• Search and Call
• Dial and Call
• Inbound Calls to SalesLoft Mobile

Your First Call with SalesLoft Mobile

The first time you go to make a call, there are a few set-up steps you must take. The app will prompt you through each step. 

First, you will have to verify your number. To verify, enter the phone number of the mobile phone you are using into the text box. By verifying the number, you confirm which mobile network is being used. 

When you verify the number, you can also complete a test call to verify you entered properly. The test call will respond with an automatic service that says, "Your setup is now complete. Goodbye."

Finally, before your first call, SalesLoft will ask permission to access your address book. This allows us to save your SalesLoft provisioned number to your phone for your convenience. While the number won't immediately create a contact with the number, your mobile phone saves the number so it is recognized for future calls.

Search and Call

One way to start a call from SalesLoft Mobile is to search for a SalesLoft Person. To search for a Person and call them, follow these steps: 

1. Open SalesLoft Mobile. 
2. Go to the Search tab. 
3. Enter the Person's name or Account name you would like to search for.
4. Select the Person you would like to call.
5. Any available numbers for the Person will appear at the bottom of the screen. Select the number you would like to call. 
6. A prompt will appear to dial your SalesLoft provisioned phone number. Hit Call. 
7. While on the call, switch to the app to take notes if desired. Things to Note: Please don't take notes and drive.
8. Hang up. Go back to SalesLoft Mobile to log the call. 

Dial and Call

SalesLoft Mobile also has a dial pad where you can place calls. The dial pad appears very similar to the standard iOS dial pad. However, by dialing from SalesLoft Mobile, you have the ability to do the following: 

• Enable/Disable LocalDial
• Take notes during the call
• Log the call

In order to call someone from the SalesLoft Mobile dial pad, follow these steps:

1. Open SalesLoft Mobile. 
2. Go to the Dialer tab. 
3. Use the dial pad to enter the number you would like to call. 
4. Hit the green Call button. 
5. A prompt will appear to dial your SalesLoft provisioned phone number. Hit Call. 
6. While on the call, switch to the app to take notes if desired.Things to Note: Please don't take notes and drive.
7. Hang up. Go back to SalesLoft Mobile to log the call. 

Inbound Calls to SalesLoft Mobile

Inbound calls come in when people are calling your SalesLoft number. The standard inbound call is sent to your forwarding number if you do not answer the call from your web browser. This means by default, the call can go to your cell phone. To learn more about inbound calls, check out our Inbound Calls Support article.