With the Sales Dialer, you can place outbound calls directly from a contact's record and access the call recordings and notes in the contact's Life of the Lead.
You can save recordings of logged calls. This can help you when you are working deals, as you can listen to recorded calls to know where you left off last with prospects.
This article will detail how to call contacts from using the Sales Dialer, as well as recording calls.
Article Contents
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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:
Sales Dialer Availability
Sales Dialer calls can be made from any country or territory, but only certain countries or territories can receive calls. Sales Dialer calls can generally be made to the following countries and territories:
International Countries and Territories Able to Receive Sales Dialer Calls | ||||
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• Argentina |
• Ireland |
• Puerto Rico |
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• Australia |
• Israel |
• Romania |
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• St. Barthelemy |
• Italy |
• Slovakia |
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• Brazil |
• Luxembourg |
• South Korea |
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• Canada |
• Malta |
• Spain |
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• Denmark |
• Martinique |
• Sweden |
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• France |
• New Zealand |
• Taiwan |
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• French Guiana |
• Norway |
• United Kingdom |
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• Germany |
• Peru |
• United States |
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• Hungary |
• Poland |
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Sales Dialer Settings
Prior to using the Sales Dialer, you will need to configure its settings and determine who can use the feature. Additionally, call recordings made through the Sales Dialer can be supplemented with indexable and searchable transcripts of what was said by all parties on the call. Transcription services can be enabled in the Sales Dialer settings.
Refer to Configuring Sales Dialer Settings for more information on Sales Dialer settings and enabling transcriptions.
Calling from the Contact Record
Lead Gen & CRM's Sales Dialer provides a way to increase sales efficiency by not having to leave the application to place a call. The Sales Dialer also provides modernized record-keeping features, which means that more meaningful data is stored about your contacts.
Place a call
You can place calls with the Sales Dialer through a contact's individual record in the Contact Manager. To make calls from a contact record, do the following:
- Click Contacts in the left toolbar.
- Click the name of the desired contact.
- Click
Call.
- Select the contact's listed phone number.
- Select one of the following options:
Option Description Default Caller ID
Phone NumberSets your Caller ID number that appears on the contact's phone as the default number that is set in the Company Profile.
Custom Caller ID
Phone NumberAllows you to enter a custom valid phone number to appear as your Caller ID number. Can be modified in the Company Profile.
- Click the I acknowledge the information provided here is accurate and adheres to the Constant Contact's Lead Gen & CRM Terms of Service checkbox.
- Click Finish.
Recording Calls
When using the sales dialer, you may record the call.
Important: Single Party Consent areas, including States within the US, will automatically record calls, whereas states with two-party consent laws will ask to confirm consent before recording. Users should consult state laws if they have any questions regarding areas they may be contacting.
- Call a customer from the contact record.
- If necessary, allow your browser to use your microphone.
- Click one of the following recording options:
Option Description Record
Records the phone conversation. An audio recording of the conversation will be saved to the contact's individual record.
Don't Record
Calls the contact without recording the conversation.
- Optionally, take any of the following actions during the call:
Action Description Notes
Add notes to the call entry. Notes can be added to a call until the call is logged or discarded.
Book Time
Opens to a Smart Mail with a meeting link. Contacts can book time on your calendar through the meeting link.
Email
Opens your email client of choice. Smart Mail
Opens to the list of all available Smart Mails. Smart Mails can be sent immediately or personalized for the contact.
New Task
Creates a new task in the Task Manager. - Either click
End Call or wait for the contact to hang up.
Setting the call outcome
- Select one of the following from the Select an outcome drop-down menu:
Option Description Spoke with Contact
Had direct verbal communication with the contact.
Left a Message
Left a message on the contact's voicemail service. No Answer
Contact did not answer the phone, and no message was left. - Click one of the following:
Option Description Log Call
Retains all information for the current call. Contact information, call length, notes, and any applicable recordings will be saved.
Discard
Deletes all call information for the current call. No part of the conversation will be saved.
Be aware that there are limits on call recording. These limits are a result of various recording and consent laws present in certain countries. Refer to Understanding Consent and Recording Laws for more information on recording and required consent.
Calling from the Task Manager
You can initiate calls with the Sales Dialer from the Task Manager. To call from the Task Manager, do the following:
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Be aware that, when dialing from the Task Manager, the Sales Dialer will automatically redirect to the contact's individual record.
Marking Call Tasks Complete
Once you have finished a call, you can remove it from your task list. This is done by marking tasks as complete. To mark Call Tasks as complete, do the following:
Type |
Description | |||
Incoming |
The contact called the listed phone number. | |||
Outgoing |
Called the contact's phone number. |
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Outcome | Description | |||
Spoke with Contact |
Had direct verbal communication with the contact. | |||
Left a Message |
Left a message on the contact's voicemail service. | |||
No Answer |
Contact did not answer the phone, and no message was left. |
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Alternately, click the Mark Task Complete checkbox when writing task notes. Be aware that previous task notes in the Contact Record cannot be marked for completion. Only new notes can complete a task.
Life of the Lead Information
Calls through the Sales Dialer are saved to a contact's Life of the Lead. To view information on a call event in a contact's Life of the Lead, do the following:
Detail | Description | |||
Transcription |
An indexable and searchable transcript of the call will be attached to the event. |
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Call Type |
Lists the call as either Incoming or Outgoing. |
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Date and Time |
The date and time that the call was logged. The time is displayed in the time zone your account is set to. |
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Call Outcome |
Lists how the call ended. Calls can end as Spoke with Contact, Left a Message, or No Answer. |
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Call Length |
The duration of the call. | |||
Recording |
Whether or not the call was recorded. Recorded calls will be attached to the event. |
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Call Notes |
Any notes that were added during the call. |
Refer to Life of the Lead Icons and Overview for more information on a contact's Life of the Lead.
Recorded Call Playback
With the Sales Dialer, you can record calls you make to contacts. These recordings are saved as audio files to a contact's individual record. Calls without recordings will have the Recording Disabled status attached to the individual call. Call recordings are also attached to the individual Life of the Lead entry.
To play a recorded call, do the following:
The recording will begin playing. When listening to the recording, be aware of the following:
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