Knowing who’s calling helps you stay prepared and responsive—especially when you’re away from your desk. Salesloft Mobile Caller ID displays a contact’s name and account information right on your screen when they call your forwarding number.
By enabling Salesloft Mobile Caller ID, you can quickly identify who’s calling and decide how to respond in the moment.
In this article, you’ll learn how to enable and use Caller ID with Salesloft Mobile. This article includes:
- Only contacts you've communicated with in the past two weeks will sync Caller ID data to your device.
- Salesloft Mobile will respect contacts saved in your phone. If a contact is saved in your personal phone, Salesloft Mobile will use what is stored in your phone instead of Caller ID.
- If a phone number matches multiple people in Salesloft, the Caller ID will display as “A Person in Salesloft”.
Before you enable Salesloft Mobile Caller ID, ensure the following:
- You have downloaded and logged into the Salesloft Mobile app.
- Your Salesloft account includes a dedicated Salesloft Dialer phone number assigned by your admin.
- Push notifications and call permissions are enabled in your mobile device settings for the Salesloft app.
- You are connected to a stable internet or cellular data connection.
- Your phone has call forwarding set up to your Salesloft number, if applicable.
To enable Caller ID for Salesloft Mobile, you’ll need to grant permission in your phone’s Settings. The steps vary slightly depending on whether you use an iPhone or Android device.
To enable Caller ID on iPhone, follow these steps:
- Go to your iPhone settings: Open the Settings app on your iPhone.
- Open the Phone app: Scroll down and select Apps. Then, type or scroll down to find the Phone app.
- Enable Call Blocking & Identification for Salesloft Mobile: Select Call Blocking & Identification, then click the toggle beside Salesloft Mobile.
Figure 1: Enable Salesloft Mobile Caller ID.
- Any Person you have contacted within the past two weeks will be synced and their Caller ID will populate when they call.
- The Caller ID will sync to the most recent information from your Salesloft account. However, you can manually update the CallerID list in the Salesloft Mobile Settings page.
- Caller ID information will appear when someone calls your forwarding number.
- Salesloft Mobile will respect contacts saved in your phone. If a contact is saved in your personal phone, Salesloft Mobile will use what is stored in your phone instead of Caller ID.
- If a phone number matches multiple people in Salesloft, the Caller ID will display as “A Person in Salesloft”.
Custom Caller ID in Salesloft Mobile
Salesloft Mobile automatically syncs with the custom caller ID settings you configure in the desktop app. Once you set up a custom caller ID on the desktop, Salesloft Mobile will display the same caller ID during your mobile calls.
Figure 2: Custom Caller ID in desktop app synced to Custom Caller ID in Salesloft Mobile.
Now that Caller ID is enabled, make the most of it by:
