Intent of the article:
The purpose of this article is to explain how to make calls using Salesgear dialer in Salesforce CRM.
Calling from Salesforce CRM
If you have integrated Salesgear and Salesforce, then you can make calls to your leads using Salesgear dialer from Salesforce itself. All the calls made and conversations recorded in Salesforce will be synced to Salesgear automatically.
Here’s how you call from Salesforce -
Firstly, make sure to integrate Salesgear and Salesforce and have either a purchased or your own phone number to use this feature.
Log in to your Salesforce account and navigate to the leads section.
Click on the lead to whom you want to make a call.
Click on the ‘call’ button with the Salesgear logo, available next to ‘add to sequence’.
You will notice the dialer appearing on the right.
The contact’s phone number will appear on the dialer by default if you have already saved it. Otherwise, start by typing the ‘+’ (plus) sign.
Enter the country code.
Next to the country code, enter the phone number.
Press the green button to make the call.
Notes:
This functionality works in both Salesforce Lightning and classic.
Be sure to include the ‘+’(plus) sign before your country code. If not, you cannot call the intended phone number.
If you are dialing a telephone number, ensure to include the specific area code as a prefix to the phone number. Meaning → + {country code} {area code} {phone number}