Category

Admin Guide

Add a New User

By Admin Guide, PowerDialer
Add a New User How do I add a new user to InsideSales.com? Follow these steps to add a new PowerDialer user. Salesforce Field Updates Before adding the user to InsideSales.com PowerDialer, make sure to update the following information on their Salesforce record. Salesforce Settings: Add 10 digit station phone...
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Telephony Requirements

By Admin Guide, Configuration, PowerDialer
Telephony Requirements Ensure that your organization has the basic, required telephony configuration for PowerDialer Overview PowerDialer requires some basic telephony infrastructure before it can start transforming your users sales calls for the better. Below are the configurations that you can check with your telephony expert. Phone System Powerdialer must have...
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Call Recording Encryption

By Admin Guide, Configuration, PowerDialer
Call Recording Encryption Call Recording Encryption may be enabled for PowerDialer for Salesforce (PDSF) upon request Overview If sensitive information is prevalent in your agents’ phone calls, or if you are legally required to keep call recording data secure, we provide the ability to encrypt that information. Benefits Account login...
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