Built-in Calling and Text
Hassle-free calling and texting right inside CRM
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?
- Documents required for Calling Activation
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?
Texts / SMS
- Introduction to Salesmate Text Messaging
- How do you enable Salesmate Text Messaging
- Sending Text to a number
- Text Conversation View
- Send Bulk Text Messages
- Text Messaging Templates