Before you can use SalesExec Dialer, you must enable the integration for SalesExec. After the feature is enabled, make sure you enable it for your sales team as outlined below.
Enabling SalesExec Dialer
Navigate to More, select Settings, and select SalesExec Dialer Features under the group Capture and Route Phone Calls + Outbound Dialing.
SalesExec Dialer requires activation under both Inbound and Outbound Call if you wish to make and receive calls. If you wish to also send text messages, make sure to enable SalesExec Text SMS.
SalesExec Dialer Integration
After activation, configuration options are now available to the Administrator. To access, your administrator role found within Roles and Permissions needs to be updated to include the permissions found under the SalesExec Dialer group. You can review the full list of SalesExec user-level of permissions by navigating to the following article by clicking here.
Update User Role
Enabling SE Dialer for Users
Once the feature is enabled, make sure you enable SalesExec Dialer for your individual users via the Manage Users screen.
Enabling SalesExec Dialer for your Users