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 for one. To do so:

• Login to Salesmate as an administrator.
• Go to Setup
• Click on Apps & Add-ons
• Go to Voice
• Click Install button

Click here for detailed steps to enable calling

To buy a phone number: 

Here’s how you do it,

• Go to Setup
• Click on Apps & Add-ons
• Go to Voice
• Click Buy phone number

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

To start using the phone number, you need to purchase them.

• You can purchase multiple local numbers from various countries, and make and receive calls from anywhere in the world.
• While purchasing phone numbers of few countries, you will be prompted to enter a local address.
• You can purchase toll-free numbers for US, UK or Canada.
• After purchasing phone-number, you can assign them to single or multiple Sales reps.

Choose your Salesmate Phone Number

This number will be used for calling and text. 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 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

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

Note:  Some countries, have additional requirements (valid address) and documents that you’d need to submit to purchase a number.

Toll-free number

1. 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.
2. Select the country and the extension of the toll-free number that you like to use.
3. Use the search box to find numbers with specific digits.
4. Choose a number from the list of numbers displayed in the results and click Select. 
5. 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:

• Go to Setup
• 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.