Salesloft Mobile keeps you connected to your buyers and teammates while you’re on the go. When someone calls your assigned Salesloft number, the app routes the call directly to your mobile device—so you never miss a conversation, even away from your desk.
In this article, you’ll learn how to receive calls via the mobile app and what to expect when a call comes in. This article includes:
By default, returned or inbound calls are directed to the forwarding number you assign in your Dialer settings. If that forwarding number is set as your mobile number, any inbound calls will go to your mobile device.
If you have enabled Inbound Calling in your Chrome browser, the call will appear on your computer and your forwarding number simultaneously. You may answer on whichever device is most convenient for you.
Please be sure to abide by your area's local driving laws. Do not log notes while driving.
To receive calls via the Salesloft Mobile app, make sure the following are in place:
To receive calls from the Salesloft Mobile app, follow these steps:
- When someone dials your assigned Salesloft number, your mobile phone will ring through the Salesloft app.
- You’ll see the incoming call screen showing the contact’s name (if matched) and number.
- Hit Accept to answer the call or Decline to send it to voicemail.
- After the call, you can:
- View the call details in your Salesloft activity feed
- Log notes or tags if needed
- Review the call recording (if enabled by your admin)
Figure 1: Incoming call from Salesloft Mobile.
- Calls will route to your mobile device as long as your Salesloft app is logged in and has the correct permissions.
- If you’re logged out of the app or your mobile notifications are off, you may miss incoming calls.
- Ensure “Do Not Disturb” settings are disabled or customized on your mobile device so that Salesloft calls can ring through.
- Salesloft Mobile also supports outbound calling, allowing you to connect with prospects even when you’re away from your desk.
Now that you're set up to receive calls on the go, consider: