Using the Sales Dialer

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

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:
 

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: 

1. Click Contacts in the left toolbar.
2. Click the name of the desired contact.
3. Click    Call.
4. Select the contact's listed phone number.
5. Select one of the following options:
    

   	Option		Description
   	Default Caller ID Phone Number		Sets 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 Number		Allows you to enter a custom valid phone number to appear as your Caller ID number. Can be modified in the Company Profile.

6. Click the I acknowledge the information provided here is accurate and adheres to the Constant Contact's Lead Gen & CRM Terms of Service checkbox.
7. 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.

1. Call a customer from the contact record.
2. If necessary, allow your browser to use your microphone.
3. 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.

4. Optionally, take any of the following actions during the call:
    

   	Action		Description
   	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.

5. Either click    End Call or wait for the contact to hang up.

Adding Call Notes

Add notes to the call entry. Notes can be added to a call at any time until the call is either logged or discarded.

Setting the call outcome

1. 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.

2. 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.