Manager Guide

Monitoring Calls How can I monitor agent phone calls with PowerDialer? Monitor Calls Link The InsideSales.com Monitoring tool can be launched from the InsideSales tab in Salesforce. This tool is designed for admins and managers, and should therefore be restricted using the InsideSales Permission Groups. Available Monitoring Actions Within the Monitor Calls window, there...

PowerDialer Call Recordings Call Recording Setup and Use in PowerDialer for Salesforce (PDSF) Call Recordings are a great tool for training, quality assurance or legal purposes. Whatever your need, this guide will show you how to enable and access call recordings in the PowerDialer. Required First Steps Before we get...

Managing InsideSales PowerDialer Users This article covers how to update and add users and layouts within the InsideSales system. Manage Users Admins and managers for the InsideSales system are tasked to manage and handle users. This article gives insights and instructions on how to manage those users through actions such...

User Permission Groups Understanding and Managing Permission Groups Manage Permission Groups Permission Groups are used to control the features available to PowerDialer users and managers in Salesforce. Where to Find Permission Groups and Permission Options To find your PowerDialer permission groups: Click on the InsideSales tab within Salesforce Under the...

Getting Started Guide – PowerDialer for Managers What does a new Manager need to know about PowerDialer? How can a new manager help administer PowerDialer for their team? A manager might be asked to fill different roles within their organization and using PowerDialer. This article is a quick reference guide...