ClickPoint

SalesExec Demo Video

Learn the basic functionality of SalesExec dialer in a demo video

SalesExec Dialer Demo Short

Only pay for what you need by adjusting your RingResponse features

Enable and Disable RingResponse Features

Everything you need to know to get started with RingResponse

Getting Started Checklist

Navigate the SalesExec Dialer numbers purchase screens, including buying toll-free or local numbers

Navigation of Manage Numbers Screen

How to turn SalesExec Dialer on to start using the inbound IVR and outbound dialing solution

Enabling SalesExec Dialer

Purchase local or toll-free phone numbers for use in inbound call tracking, outbound dialing, local presence, and voicemail drops directly from the system's administrative settings.

How to Purchase a Local or Toll Free Phone Number

Set up and manage external phone numbers within RingResponse to enable warm transfers of calls to destinations outside of SalesExec.

Configure External Numbers for Warm Transfer

Gabriel Buck

Getting Started

www.clickpointsoftware.com

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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