How do you set up a Salesgenie Dialer account?
If you are an active Salesgenie subscriber, start by clicking on any clickable phone number in the quick view panel. You will be taken through a very simple one-time setup process:
- Enter the phone number you want associated with your account. Phone numbers can only be associated with one Salesgenie account. Be sure to use your direct line rather than a main office line to ensure you can accept the setup call.
- Accept the setup call to verify your phone number. During the call, you will be prompted to enter a unique code from your setup screen.
- You’re all set!