Salesfinity

How to Set Up Call Forwarding in Salesfinity: A Step-by-Step Guide

How to create call scripts in Salesfinity?

A guide for Filters and Sorting contacts on Salesfinity Dialer.

How to Use Filters & Sorting in Salesfinity to Call Smarter

How to make one-off single dials in Salesfinity, using the keypad dialer.

How to Make a One-Off Single Dial in Salesfinity

How to deactivate a user in Salesfinity, reassign licenses, and manage your team efficiently.

How to Deactivate a User in Salesfinity?

How to invite new users to your team?

ialer Preferences in Salesfinity, designed to help SDRs and team leads optimize their calling experience.

How to Configure Dialer Preferences in Salesfinity?

🔧 How to Modify and Customize Call Dispositions in Salesfinity

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How Tos

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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