Configuring Sales Dialer Settings

The Lead Gen & CRM 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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Article Contents

• Important Information Regarding Billing
• Configuring User Seat Settings
• Modifying Caller ID Settings
• User Caller ID Phone Numbers 

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Important Information Regarding Billing

The Sales Dialer requires that you use Lead Gen & CRM'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:

• Billing information for agencies
• Billing information for clients

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, start from    User Menu > Settings in the top toolbar.

1. Click Services and Limits, located under Features in the left panel.
2. Scroll to the Sales Dialer section and enter or remove the names of desired users in the Who should have access to the Sales Dialer? field.
3. Click Save.
   
   

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Modifying Caller ID Settings

When using the Sales Dialer, outbound calls will require a phone number. This is your calling party phone number that will be displayed when the called party answers their phone. This number is known as Caller ID. Caller ID settings are found in a company's profile settings. 

To modify Caller ID settings in the Company Profile, click   User Menu > Settings in the top toolbar or press the Settings button in the bottom of the left toolbar.  

1. Click Company Profile, located under My Company in the left panel.
2. Scroll to the Office Information section and enter a valid telephone number in the Default Caller ID text field.
   
   
   Important: When setting Caller ID numbers, be aware that using false information or otherwise obfuscating the phone number will violate the Terms of Service. Violating the Terms of Service in this manner puts your account at risk for termination.
3. Optionally, click the Allow Salespeople to customize their own caller ID number checkbox.
   
   

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4. Scroll down to the bottom of the page and click Save Settings.
   
   

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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 Constant Contact 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. When modifying Caller ID settings in a company's profile, you can enable individual users to use different Caller IDs. Users will need to set their own Caller ID numbers in their account settings.

To modify Caller ID number settings for individual users, click   User Menu > Settings in the top toolbar or press the Settings button in the bottom of the left toolbar. 

1. Click User Accounts, located under My Company in the left panel.
2. Click the user's Name.
   
   

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3. Scroll to the Sales Dialer section and make sure Enable Sales Dialer for this user is set to the ON position.
   
   
   Note: If Sales Dialer needs to be enabled for this user, turn it on and then scroll down to the bottom of the page to save your changes, before you proceed.
4. Enter a valid telephone number in the Caller ID Phone Number text field.
   
   
   Important: When setting Caller ID numbers, be aware that using false information or otherwise obfuscating the phone number will violate the Constant Contact Terms of Service. Violating the Terms of Service in this manner puts your account at risk for termination.
   
   
   

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5. Scroll down to the bottom of the page and click Save Changes.
   
   

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