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Configuring Sales Dialer Settings

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Nik Schultz
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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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Important Information Regarding Billing

The Sales Dialer requires that you use SharpSpring's Direct Billing feature. This feature will be disabled and inaccessible if you are not using Direct Billing.

For more information regarding enabling and using the Direct Billing feature, refer to the following help articles:


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:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. Click Services and Limits in the left panel, under Features.
  3. Scroll to the Sales Dialer section.
  4. Enter or remove the names of desired users in the Who should have access to the Sales Dialer? field.
  5. Click Save.
  
Click to enlarge.


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, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. Click Company Profile in the left panel, under My Company.
  3. Scroll to the Office Information section.
  4. Enter a valid telephone number in the Default Caller ID text field.
  5. Optionally, click the Allow Salespeople to customize their own caller ID number checkbox.
  6. Click Save Settings.
    Click to enlarge.
 
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. 
 

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.

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, do the following:

  1. In SharpSpring's top toolbar, click
    12user.png  User Settings > Settings.
  2. In the left panel, under My Account, click
    My Account.
  3. Scroll to the Sales Dialer section.
  4. Enter a valid telephone number in the Caller ID Phone Number text field.
  5. Click Save.
      Click to enlarge.
 
Note: Administrators also have the option to modify company Caller ID settings when placing calls through the Sales Dialer. 
 
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.

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