Outbound dials
- Upon login, you will be taken directly to the Dialer, but if you are not there already, navigate to the Dialer using the telephone icon
in the navigation bar on the upper left side of your screen. - Navigate to the Next Action Lead Card in the upper left pane of the Dialer and click Call Primary (shown below). This will immediately dial the primary number associated with the lead.
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Call Primary |
Alternatives |
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Alternatively, dials can be made to leads by clicking the call buttons next to the primary and alternate number fields in the Suggested Action, Next Action, Queue, and Recent Dials Lead Cards (shown above); as well as when finding a lead while searching your existing leads in Sellfire. As soon as the call buttons are clicked, the leads will be dialed.
3. If you make a dial and then need to enter an extension, make a selection in a phone tree, or enter a screen sharing meeting ID, click on the dial pad icon (shown below) to the left of the End Call button in the center pane of the current call screen, dial any numbers that you need, and then close out of the dial pad. You can also copy and paste strings of numbers into the dial pad. This is especially helpful when entering meeting IDs after dialing into screen sharing applications.
Note: If the lead is not assigned to or owned by you, the dial buttons will be grayed out, and you will be unable to dial the lead.
Current call screen
The current call screen is made up of three panes:
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Left Pane |
Center Pane |
Right Pane |
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Left pane
The left pane includes the Lead Card that is also in the left pane of the Dialer prior to making a dial. This allows you to edit and add any lead information that you collect during the call.
Center pane
The center pane includes My Schedule where you can view and manage events, My current call notes, time on call, the phone number you are calling, and actions that you can take during the call, including the dial pad icon, the mute your microphone icon, the end call icon, the recording icon, the participants icon, the conference call information icon, and the settings gear icon, which includes microphone and speaker select options once clicked into.
When leaving call notes, they will be autosaved after you click the Transfer Demo button and when you confirm a call result, but be sure to click Save Notes at the top of the My current call notes modal prior to navigating away from the screen.
Right pane
The right pane includes all applicable call results for the sales phase that the lead is in, the Submit Call for Manager Review button (phone icon), and the report call quality issues button (lightning icon). If you would like to submit your call for manager review or report call quality issues, be sure to do so prior to selecting a call result and closing out of the screen.
Call conferencing (multiple contacts joining one call)
If you need to connect to multiple contacts on a single call:
- Dial a contact on a lead.
- While on the call with the first contact, send the Dial-In number and the Access Pin to the additional contacts* that you would like to join the call. These can be found by clicking the conference call information icon located at the bottom right of the center pane of the current call screen (shown above).
- Once they dial that number and enter that Access pin**, you will receive two notifications: (a) one in the upper right side of your screen letting you know that a new participant has joined the call, and (b) the other next to the call recording icon letting you know that recording has been paused.
- Once you receive permission to record the call from the new participant, click the call recording icon to re-enable the call recording. Note that call recording will be paused every time a new participant joins the call.
* There is a maximum of 25 participants on a single call.
** The Dial-in number will be the same for every call, but a new Access pin will be generated every time a new call is started.
Incoming calls
If a prospect calls you back or another rep is transferring a live demo to you, an INCOMING CALL modal will popup on your screen (shown below) with the contact's name*, the business name on the lead*, any future events associated with the lead*, and the phone number from which they are calling. Click TALK NOW to answer the call.
If you are currently on a call, the INCOMING CALL modal will appear at the bottom left of your current call screen, and you can choose to accept and end the current call or decline that incoming call. If you decline, the prospect will be directed to your voicemail box.
* This data will appear if the phone number is associated with a current lead in Sellfire and if that data is in that specific field on the lead. If a prospect calls your direct phone number from a phone number that is not already associated with a lead in your organization's lead pool in Sellfire, Sellfire will create a new lead to ensure that new phone number is not lost and route that call and lead to you. You can combine the newly created lead with an existing lead by clicking the ASSOCIATE EXISTING button at the bottom of the Lead Card, finding the existing lead in the modal that appears, and then associating that new lead to the existing lead with the existing lead as the primary contact. This will add the new phone number as an additional contact and include any activities from the new lead on the existing lead.
Missed calls
If you miss any incoming calls, a red dot will appear on the bell icon 
in the navigation bar on the left side of your screen. When you click the icon, a My Notifications modal will appear and will include all of your missed calls along with access to listen to any voicemails you may have received. You will also receive an email notification if you receive a voicemail from which you can click to listen to the voicemail or click to navigate directly to your notifications section in Sellfire.
Emails
Sending emails
- Navigate to any Lead Card in the Dialer and click Email next to the email address.
Alternatively, emails can be initiated by clicking the Email button next to any email address displayed when a Lead Card is in the Sellfire Suggested Dial, Upcoming Dials, and Recent Dials as well as when a lead is found via a search. - An email modal will popup. Select a template and/or compose your email and click Send.
Receiving emails
If prospects reply to your emails, their responses will appear in the email box associated with your Sellfire account. They will also populate in the Lead History section of the Lead Card associated with that email address in Sellfire.
Texts
Consent to text
Prior to texting (SMS) prospects from Sellfire, it is required that your organization has received prospects' consent to text them. The following functionality helps ensure consent has been received and documented prior to texts being sent from Sellfire.
- SMS opt in / out for specific leads can be toggled on / off on the Lead Card under the CONTACT tab (shown below).
- SMS opt in / out can be managed in bulk by Enablement users using .csv lead imports in System Configuration > Lead Management > Import Leads.
- First texts sent to phone numbers by reps who have not yet texted them from Sellfire will include the default opt in confirmation and opt out language and will appear in the order that your organization has selected in System Configuration > Templates and Automation > SMS Settings.
Sending texts
- Navigate to any Lead Card in the Dialer and click the SMS icon next to the primary phone number (shown below).
- An SMS modal will popup on your screen (shown below). Select an SMS template and/or type your message, and click SEND SMS. You will then see your text conversation in the SMS modal. Your messages will be in blue bubbles and prospects’ messages will be in grey bubbles.
- If this is the first text that you have sent to this specific contact, text opt-in and opt-out language configured by your organization will automatically be included in that first message. You will see a preview of what will be sent to the contact at the bottom right of the text composition screen (shown below).
* Note: The first text to a contact from a specific rep will include the opt-in and opt-out copy, but any subsequent texts to that contact by that specific rep will not include this opt-in and opt-out language.
Receiving texts
If prospects reply to your texts, you will receive a popup notification at the top right of your Sellfire screen, and a red dot will appear on the SMS Messages icon 
in the navigation bar on the left side of your screen. When you click the icon, the SMS Messages modal will expand so that you can see all of your SMS messages. They will also populate in the Lead History section of the Lead Card associated with that phone number.