The SharpSpring Sales Dialer provides you with a way to place, record, transcribe, and analyze outbound calls from within the platform. The Sales Dialer will need to have certain aspects configured prior to taking advantage of its features. This article will detail how to configure Sales Dialer settings.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Important Information Regarding Billing
The Sales Dialer requires that you use SharpSpring's billing platform. This feature will be disabled and inaccessible if you are not using the billing platform.
Refer to the following help articles for more information regarding enabling and using the billing platform:
Configuring User Seat Settings
While the Sales Dialer is enabled by default, agencies need to determine who can actively use its many features. To configure who has access to the Sales Dialer and can use its various features, do the following:
Modifying Caller ID Settings
When using the Sales Dialer, outbound calls will require a phone number.
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Important: When setting Caller ID numbers, be aware that using false information or otherwise obfuscating the phone number will violate the SharpSpring Terms of Service.
Violating the Terms of Service in this manner puts your account at risk for termination. test |
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Once set, all outgoing calls made from the Sales Dialer will, by default, display this Caller ID number. If the setting is enabled for salespeople to enter their own custom Caller IDs when they make calls through the Sales Dialer, those Caller IDs will display in place of this default number. Be aware that Caller ID displays will vary based on individual phone carriers.
Regardless of your choice, be sure that the number—and the manner in which you use the Sales Dialer—adheres to the SharpSpring Terms of Service.
User Caller ID Phone Numbers
By default, the Sales Dialer uses a single Caller ID for every user attached to a seat.
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Note: Administrators also have the option to modify company Caller ID settings when placing calls through the Sales Dialer.
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Important: When setting Caller ID numbers, be aware that using false information or otherwise obfuscating the phone number will violate the SharpSpring Terms of Service.
Violating the Terms of Service in this manner puts your account at risk for termination. |