How do you add / purchase phone numbers?

Before you buy a phone number:

You need to enable the built-in phone (voice & text) app by requesting one. To do so:

• Click here for detailed steps to enable calling

To buy a phone number: 

• Login to Salesmate as an administrator
• Navigate to the Profile icon on the top right corner 
• Click on the Setup
• Head over to the Apps & Addons category 
• Click on the Voice button

Click on Get Started and it will redirect you to the list of numbers available to purchase.

You can choose to buy a Local number or Mobile number in your country or buy a Toll-free number. Select one of the two options.

Choose your Salesmate Phone Number

This number will be used for calling and texting. Click on any phone number to continue.

• Click on the Country, to select the appropriate Country Phone Numbers to Dial out

• Search via Location (Postal Code) or Phone (Phone Phrase)

• Make a selection for the Type of Number required
  • Any
  • Local
  • Toll-Free
  • Mobile

Note: Just in case you do not have credits being purchased you will need to purchase credits before you can purchase a phone number.

• Select the Number, you would like to purchase

• Confirm the Credits for Purchase

• Click on Confirm

Local Number:

• Local numbers are currently available in 80+ countries.
• Select the country and the corresponding state (in the case of the US) where you want your local number to be available in.
• You can also use the search box on the right to find numbers that have specific digits.
• Choose a number from the list of numbers displayed in the results and click Select.
• A confirmation dialog box with the cost of the number appears. Click Confirm to complete the purchase.

Toll-free number:

• Purchase your dial-in toll-free numbers from any one of these 4 countries -  The United States of America, The United Kingdom, Canada, and Australia.
• Select the country and the extension of the toll-free number that you like to use.
• Use the search box to find numbers with specific digits.
• Choose a number from the list of numbers displayed in the results and click Select.
• A confirmation dialog box with the cost of the number appears. Click Confirm to complete the purchase.

After buying the phone number:

The Make a call button ( ) seen on the Quick Actions Bar is used to make a call from anywhere in Salesmate.

Check if it is enabled. If not, you need to configure your phone settings:

• Navigate to Setup from profile icon
• Apps & Add-ons
• Voice
• The list of all the purchased numbers appears
• Click on edit Icon against the number you want to assign it to a user

• Check if you have assigned a user in the 'Selected User'

• You can assign more than one user to a number and users can make or receive calls with that number.
• If no number is assigned to you then make a call button is set to   and if you are assigned, then it will be set as