Built-in Calling and Text

Voice Overview

• Introduction to Salesmate Calling
• How do you enable the calling app?
• How do you add / purchase phone numbers?
• Calling - Basic Operations ( Make/ Receive Calls )
• How do calls get logged?
• Voicemail Drop

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Setting up Salesmate Voice & Text

• How do you assign phone numbers to the team?
• How can I change my phone number settings?
• Manage Number of Rings
• How to make calls using your own number (Call Masking)?
• How to transfer calls in Salesmate
• How do you enable call recording?

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Calling Rates / Charges

• How much does it cost to send a message with more than 160 characters?
• SMS Rates
• Built-in Calling Pricing Demystified
• How do you purchase/recharge phone credits?
• How do you check the cost of your phone calls?
• Why Salesmate Doesn't Provide Unlimited Calling?

Troubleshooting

• Troubleshoot Calling
• Network Speed Test
• Basic network sanity
• Twilio Network Test
• IP’s and Port’s to be Whitelisted in case of Firewall restrictions 

Texts / SMS

• Introduction to Salesmate Text Messaging
• How do you enable Salesmate Text Messaging
• Text Messaging Templates
• Sending Text to a number
• Receiving Text Messages
• Text Conversation View

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FAQs

• Port an existing number
• Why was my port request rejected?
• Best practices - Calling from Salesmate CRM
• Formatting International Phone Numbers
• Click-to-Call: Make calls from Salesmate
• Calling Limitations to China

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