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Activate Pro Dialing Feature

smrtPhone Pro features can be enabled for Inbound and Outbound Calls. Learn how to activate Pro Dialing for your account

Georgiana Mirita avatar
Written by Georgiana Mirita
Updated over a week ago

smrtPhone Pro Dialing Feature allows one to utilize the following functionality:

Pro Dialing can be turned ON/OFF for all or only some Users on an account that has a smrtPhone Pro subscription.

The Pro Dialing feature comes in the following scenarios:

1. For a new Pro Account > Pro Dialing is set as ON (at all levels - Call Flows, User Settings, Account Settings)

2. For a Pro Account that downgrades to Standard > Pro Dialing will be set as OFF (at all levels) and cannot be turned on without a subscription upgrade
3. For a Standard Account > Pro Dialing is displayed as OFF. Yet, cannot be turned ON without a Pro Subscription

4. For a Standard Account that upgrades to Pro > Pro Dialing will be set ON (at all levels)

Pro Dialing for Outbound Calls

You can turn on Pro Dialing for all outbound calls placed from your account, or only calls placed by specific Users. First, we'll go over the global setting for all Users.

Global Settings

From your Admin Dashboard in Account Settings, you can set Pro Dialing ON or OFF for your whole team.

All Users in your smrtPhone account will be affected by this setting.

Personalized by User

For each individual User, it can be adjusted whether they follow global account settings or have their own Call Settings configuration. Go to Users and then select the gear icon ⚙️ next to the User you'd like to modify.

You can modify whether Pro Dialing is activated for each specific user.

Make sure you first determine whether they use Default (global) or Custom, and then select Pro Dialing from the list.

Pro Dialing Incoming Calls

Enabling Pro Dialing for incoming calls is controlled by Call Flows. This means you can select which phone numbers are accessible for Call Monitoring. If Pro Dialing is enabled within the Call Flow, any number pointing to that Flow will have Call Monitoring, Group Calling, and Hold.

Go to Admin > Flows and edit the desired Flow. Find the Pro Dialing option within the Dial Applet and toggle it ON.

💡 Hold Music

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