Salesforce

Groove OmniDialer Settings

« Go Back
Information
12/11/2024, 3:22 PM
1/9/2025, 4:30 PM
Fields

Groove Omnidialer Settings

This article covers Omnidialer Settings.

 

To go to Omnidialer Settings:

 

In Omnidialer, click your name/initials icon (top right) > Settings

 

You'll land on the settings page. Let's cover everything there. 

 

General Settings

You land on the General Settings Tab (at the top of Omnidialer): 

 

Screenshot 2025-01-09 at 10.20.42 AM.png

Personal Settings

  • Enable Instant Dial: This lets you make calls without lifting a finger! If you are dialing out of Salesforce or Groove Flows, you won't have to click the call button to initiate a call. Instead, it will call through numbers instantly!

  • Mute Incoming Calls: Reps can "mute" inbound calls to see who called and return their call at their convenience.
    -- If you have a call forwarding number set up, that will ring, but your Dialer will not.
    -- If you don't have call forwarding set up, you can check the call in your Recent Calls Tab in Dialer.

     

    Note that this feature will mute all future inbound calls if the checkbox has been checked!

     

To Update Your OmniDialer: Click Check for Updates at the bottom. 

Make sure that your OmniDialer is always up to date by clicking "Check For Updates." This will ensure you have the smoothest experience with the Dialer. (We will be automatically pushing a notification to update your Dialer once a week)

 

Audio Settings

Click the Audio Tab at the top to adjust audio settings: 

 

  • Input Device: You can select which mic you want to use (like your laptop or Airpods, etc).
  • Speaker Device: Choose where you want to hear sound (laptop speakers or headphones, etc). 
  • Ringtone Device: Select where you want to hear calls ring. 

 

Screenshot 2025-01-09 at 10.24.28 AM.png

 

Phone Number Settings

Click the Numbers Tab to edit phone number settings. 

 

Screenshot 2025-01-09 at 10.24.40 AM.png

 

Groove Number

Everyone is required to have a Groove number. You can easily choose a number from any area code in the US or Canada. If you wish to provision a phone number outside the US or Canada, please get in touch with your Groove Admin or Support to get it provisioned. 

 

Note: In some cases, your area code will be out of supply. Since Groove pulls phone numbers from our 3rd party provider, Twilio, we must contact them to order more numbers in that area code. Please reach out to Support to initiate this process.

 

Caller ID

Your Caller ID will automatically be set to your Groove Number by default. If you would prefer to set your Caller ID to a desk phone or your cellphone, please click "Verify a Number" to change your Caller ID to that number.

 

Verified Number

You can enter and verify your cell number to use your phone as a caller ID for outbound calls. 

Bridge Dial Number

If you want to take calls from your Desk Phone or Cell Phone, Bridge Dialing is the way to go!

If you enable this toggle, all calls made through your Dialer will first ring your phone, which you can answer, and then it will dial out to the person you originally called. These calls will show your prospect the number you've set in the Caller ID. Your Bridge number will match your Verified number if you have one; if not, you can enter a different phone number.

 

Call Forwarding Number

Enable this toggle to set the number you want inbound calls forwarded to. For example, if someone calls your Groove Dialer number back, and you're not on your computer to receive the call, it will be forwarded to your Forwarding Number to ensure you can take it. Your Forwarding number will match your Verified number if you have one; if not, you can enter a different phone number.

Groove OmniDialer Settings
Groove-OmniDialer-Settings

Powered by