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Guided Selling
Using Guided Selling
Engage
Complete Actions on Engage
Place a Call from Engage

Place a Call from Engage

Role:
Sequence Agent
License:
Guided Selling

Engage lets you complete Call actions quickly, with actions displayed in order of priority. The steps below describe how to place calls from Engage using the RingDNA Dialer.

Some Call actions may include a Call Note Template, which can pre-populate your Call Notes field under the dialer’s Call Tools.

Complete a Call Action

  1. Open the Engage view.
  2. Ensure you are on the Due Now tab.
  3. Find a Call action and click Call to open the RingDNA Dialer.
  4. Complete your call in the Dialer.

After you complete the call, RingDNA will automatically create a new Conversation and Task in Salesforce as a record of the interaction, and the completed Participant Action will be removed from your Engage list.

Engage view with Call action and RingDNA Dialer

Click Call in the action row to place the call in the RingDNA Dialer.

If the Call button is disabled, the prospect likely has no phone number or it’s formatted incorrectly. Check the Detail column and add or correct the phone number on the record, then retry.

Dial Next on Engage

Dial Next lets you work through your Engage call list without returning to the list between calls. When enabled, clicking Call opens the RingDNA Dialer with the participant’s details and phone numbers. After you finish a call, you can click Dial Next in the dialer to move straight to the next Call Action in your list. A call can only be initiated if the Contact or Lead has a valid phone number on their record.

To turn on Dial Next for the RingDNA Dialer, see Dialing down Salesforce lead lists with DialNext (enable the DialNext Caller toggle in Settings > General).

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