Frequently Asked Questions

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I uploaded my list on the dashboard, but not able to call using Skype?

Kindly note that Skype does not insert country code by default for any click to call actions. So in order for skype to work, your phone number should be in international format such +1 for US, +44 for UK, +91 for India (e.g your Mobile phone and office phone should look like +<country-code><phone-number> for instance for US +15107139900, for India +919730703935). 

Kindly ensure that your CSV file when you are uploading leads to the dashboard has above mentioned format for phone numbers, if you would like to make call using skype from the dashboard. 

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I am a single user, why do get Manager and Agent Account?

Our system is setup in such a way that there can be multiple agents within a manager account and each agent can work on their app, while manager can manage all the agents. In your case you have manager account to manage all agents whether they are one (yourself) or many. 

Have an agent account separate helps a single member organization to grow and add more agents in future. 

In Summary for a single subscription you get:

1 Manager account on the web, 1 Agent account on the web and Android and iOS App

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How do I upload a new csv file prospect list that is not mixed up with existing leads already uploaded?

Very good question!

There is no limit to how many specific list your can create and separate each list view. 

The best way is to upload a CSV with a unique value in a column called CustomField1. For example you are uploading a list with a specific criteria, you can create a column called CustomField1 and fill every cell in that column with a unique value ("example MyXYZClient"). Now while uploading map the CustomField1 column with CustomField1 in the system and do the remaining mapping. 

Once the data is uploaded. Your agent can create a custom list with CustomField1=MYXYZCOMPANY and see the contacts associated with the unique list. 

Likewise, you can upload many lists and view them separately. 

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What should be the format of phone numbers when I upload contacts to correctly work on the dashboard and the app?

Great Question! 

Now a days Skype Click-to-Call on works if a proper e.164 format number is present. So when you are uploading your csv, kindly ensure to have e.164 format for your phone numbers. 

E.164 is the international telephone numbering plan that ensures each device on the PSTN has globally unique number. This is what allows phone calls and text messages can be correctly routed to individual phones in different countries. E.164 numbers are formatted [+] [country code] [subscriber number including area code] and can have a maximum of fifteen digits.

Examples of E.164 Numbers

E.164 Format

Country Code

Country

Subscriber Number

+14155552671

1

US

4155552671

+442071838750

44

GB

2071838750

+551155256325

55

BR

1155256325

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How do I setup SMS Autoresponder with my bulk sms campaign in MySalesDialerPro?
We have found out an excellent way for you to run your SMS campaign with SMS autoresponder using MySalesDialePro and ClickSend!!
 
Whether you send personalized sms one by one after prospecting or send personalized or regular bulk sms using mysalesdialerpro or fieldworkmobiity app at no extra cost other than your carrier sms charges which is usually unlimited, you can have people respond to that sms which can be captured by your autoresponder. 
 
Here is what you need to do and its free!!
 
1) Create free ClickSend.com account
and login
 
 
3) Go to MySalesDialerPro and start sending your personalized message for different campaign with your campaign offer and asking prospect to respond to your promotional code, which your autoresponder will process. 

 

Hope this helps in boosting your sales!!!
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how to delete the agent

You can not delete the agent. However you can de-activate and re-activate the agent. 

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How to download MySalesDialerPro from Alternate Sources
Looks like Google Play has some changes in their policies and as result many CRM and Dialer apps have been impacted. While we are working with Google team to get us back on Google Play. You can download MySalesDialerPro apk or any of our other Apks from any of the alternate sources by typing "Download MySalesDialerPro apk".

 

We have published one of the alternate sources on our products page: http://www.mysalesdialer.com/index.php/products

If you are new to install app from alternate sources, kindly follow the steps to enable your phone: https://www.wikihow.tech/Manually-Install-Android-Apps

 

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is there a web app

Yes! You can login at mysalesdialer.com. If for the first time, just register for free and login. One subscription gives 1 manager account (Web), 1 agent account (both mobile and web app). 

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How can I update by billing information?

You can Deactive your agent and then re-active with updated billing/subcription. This is the simplest way. 

You can also go to your Paypal account and do that. 

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i'm not getting the verfication sms code

This is the most common problem we see with the users. 

Since our solution works for many countries. When you register your agent kindly follow following format for the phone number when entering data in Register Agent form: 

+1<country-code><your number> (no spaces between the numbers). Example for US: +14154846478 .  US: +1<your-local-number-withareacode>,  For UK: +44<your-local-number>, For India: +91<your-local-number>

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Can a manager be listed as an agent

Absolutely. If manager wants to be an agent. Yes, He/She can register as an agent. 

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How do I cancel my free trial

You don't need to do anything. The Free trial will automatically expire after 7 days. 

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What is the price plan

We have a simple price plan of $9.99 per agent per month. The manager's account is always free. The subscription comes with mobile app and agent web dashboard. 

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What happens if I get a new phone? Can I transfer the app to my new phone, or do I have to buy it again and go through the process if setting it up again?

Yes you can! You need to download your app in the new phone. Also if the phone will have different subscriber id, you would need to send us a request to update your subscriber id. 

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How to use various templates in Agent Dashboard?

Message templates are means to re-use and avoid typing everytime you want to send similar message to your prospect. We offer creation of message templates in the form of SMS, Email, MMS (only on the mobile app), VoiceMail Drop (only on the web dashboard for Agent), Call Script Template (only on the web dashboard for Agent). 

These templates also have personalization feature, so that it can automatically insert the prospect name at the time of sending, to make it a personalized message for the prospect. 

Kindly login as an agent on on web dashboard at http://www.mysalesdialer.com/ or login to your mobile app to explore the feature.

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How does SMS template on Web Dashboard works?
Here is how it works on the agent dashboard:
  • Go to My Message Templates
  • Select SMS Template
  • Create SMS template with personalization (similar to email template)
  • While prospecting (in CRM), you can click SMS button
  • It will pop up SMS window and send your SMS!!
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How does the Voicemail Drop Template Works?
Here is how it works on the agent dashboard:
  • Go to My Message Templates
  • Using your favorite voice tool record a greeting as mp3 or wav file
  • Upload your recorded voice as a template under Voicemail Drop Templates
  • When you are on skype call and hit Voicemail. Simply click Voicemail drop button on your CRM page and play. It will play and drop your greeting at your prospect's voice mail and stop. You can then hangup the skype call!
  • If you happen to use any other medium to call other than skype, you can still click the Voicemail drop button when it hits voicemail to play your recorded greeting. 
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How to enable my RingCentral/Skype/Vonage/Nextiva or anyother app for Click-to-Call on my MySalesDialer CRM Dashboard?

About Click-to-Call

The click-to-call feature allows you to register your desktop phone app as a default app on your Windows or Mac computer to handle click-to-call. When this setting is on, the phone app for the desktop will automatically launch when you click on any telephone number on MySalesDialer DashBoard. Please see below the blue elliptical circled Click-to-Call link for the phone numbers on CRM Dashboard. 

How to register the default app for calling and faxing

 

Configuring Click-to-call on Windows and Mac

By default, the click-to-call feature is off and the Phone app for desktop is not registered as a default app. To configure the click-to-call feature on the Phone app for desktop, follow these steps:

1. Navigate to Settings via the left navigation bar
2. Click the Phone tab on the left pane
3. Under General, click the toggle switch at far right of Click to call/fax to enable or disable the click-to-call feature

How to register the default app for calling and faxing

After enabling the click-to-call/fax setting in the Phone app, you will then need to check your operating system settings to make sure that your desired Phone app is set as the default app for calls. Let’s review below how you can do this on your Windows or Mac computer.

Setting default app for click-to-call/fax on Windows

To set the Phone app for desktop as the default app for click-to-call/fax on Windows, follow these steps:

1. Navigate to Settings via the Windows menu
2. Click System
3. Click Default apps and then select Choose default apps by protocol
4. Click Choose a default on the right side of CALLTO
5. On the Choose an app modal window, select your Phone App

Setting default app for click-to-calll on Mac

To set the Phone app for desktop as the default app for click-to-call/fax on Mac, you will need to set it in the FaceTime app. To do this, follow these steps:

1. Open the FaceTime app via the menu bar on your Mac computer
2. Click FaceTime
3. Click Preferences
4. Click the dropdown menu for Default for calls and select your Phone App

How to register the default app for calling and faxing

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