Calling - Basic Operations ( Make/ Receive Calls )

The basic operations of calling are: 

• Making a call - dial out
• Receiving a call - incoming call

To dial out of Salesmate: 

• Click on the Make a call button (  ) to open the dial option.
• You can copy the number to the To field to dial out.
• You can use this option if you have the number is not associated with a contact.

OR

• You can also call out of Salesmate by heading to Contact List Page ( Make sure you have included Mobile OR Phone fields in the list of columns from the Manage Columns option ).
• Hover over the number you wish to call.
• It will display option to Call via Browser OR Call via Phone.

Call via Browser

• Hit the required option to dial out
• As you hit the option a pop up will be displayed with the Contact Name
• On this pop up you can choose to take down the notes, use the dial pad, disconnect the call, start OR stop recording the call. 

Call via Phone

• In order to place Call via Phone first you will need to add mobile number in My Accounts-> Mobile Number

To receive calls in Salesmate:

• Whenever you have an incoming call on your number a pop-up will be shown with the number OR if the number exists in Salesmate related contact will be shown.
• You can choose to pick up (receive) the call using the Green button or Hang Up using the Red button.
• Once you receive the call, you can log it.