How to use the Mailshake Dialer
The Mailshake dialer is a VOIP dialer which allows you to make calls directly in Mailshake using a phone number that you choose.
Using the Dialer for the first time
When you start using the Mailshake dialer, you'll be prompted to choose a phone number by entering in a USA area code. Make sure to choose a number you like as you can't change this number after you choose it.
You'll also need to enter a forwarding number for incoming calls (ie: when a prospect returns your call). Make sure to enter a phone number that you use regularly.
Once you've confirmed your phone number, you're ready to use the dialer for making phone calls from Mailshake.
Make a call from a Prospect or a Task
Click the pink Phone icon to start a call. You'll be prompted to double check the phone number before dialing just in case.
Click Start Call to start dialing the prospect
You'll have the ability to add notes to the prospects record while on the call.
Dialing a prospect that hasn't been added to Mailshake
You can also start a call by clicking the pink + icon in the lower left corner of the page.
If you dial a number that's already linked to a prospect in Mailshake, their information will display.
If you dial a number that's not in Mailshake yet, you'll be prompted to add information to create the prospect.