Using 'Call via Desktop App' in Zendesk Sell
How can I use the 'Call via Desktop App' feature in Zendesk Sell?
The 'Call via Desktop App' feature allows you to dial using your computer's default calling app. To use this feature, ensure your desired calling app is set as the default on your computer.
While you can use this feature from a Contacts Smart List or single contact view, it is not directly available from a Deals Smart List. However, you can create a 'phone number' type custom field for your deals to facilitate dialing. This workaround allows you to click the number on a deal to dial, similar to how you would for a contact.
More related questions
How do I set up an automatic call list in Zendesk Sell Voice?
Setting up an automatic call list in Zendesk Sell Voice is straightforward. You can automate your call list to dial one call after the other. To set up your call list, navigate to the Leads, Contacts, or Deals page on the Sell sidebar. Select the…
What is the Sell Voice Call Summary page and how do I use it?
The Sell Voice Call Summary page helps you record call outcomes and create follow-up tasks. After each call, you'll see a summary page where you can document the call outcome and any relevant notes. To use the Call Summary page, click the 'Call…
Can I change the speed of the dialer in Zendesk Sell Voice?
Currently, you cannot change the speed of the dialer in Zendesk Sell Voice. The system does not allow modifications to the interval between calls. If you have suggestions or need this feature, Zendesk encourages users to submit product feedback….
Is it possible to drop a pre-recorded voicemail in Zendesk Sell Voice?
Dropping a pre-recorded voicemail in Zendesk Sell Voice is currently limited. Voicemail is only available through the Early Access Program. If you're interested in using voicemail, you need to register for the Early Access Program. This feature is…
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