How to use Ringcentral Click to Dial with SalesNexus

Applies to: R4 Version

You must first set up a Ring Central account. You can select the link “need an account” in the Ring Central Settings to be directed to set up a new account.

Getting Click to Dial set up in SalesNexus

1. Logon to your SalesNexus Database
   
   
2. Go to the "X" Menu at the upper left hand corner
3. Choose "My Settings"
4. Choose "Voip Settings"
5.  Select "Ring Central Settings"
   
   
6. Fill out the form as follows: 
   
   • Calling from should be the Phone that will ring you when placing the call
     NOTE:  If you are using the RingCentral Soft phone to make the call, make sure your Main number and extension are in the "Calling From" field (example: 8008620134*135)
   • Caller ID Number:  This needs to be entered exactly as it is displayed in Ring Central
     Example:  12813771038 or [phone] format
   • All other fields in the Form need to be Blank, and will be removed from a future release of the SalesNexus platform, since they are currently unused by the RingCentral API.
7.  Prompt: If you want to be asked by RingCentral through the VOIP phone before a call is made select yes, if you want call to be made immediately select no. YES is the default.
   
   
8. Click Save

You are now ready to begin using Click to Dial from your SalesNexus database.

Follow these steps to complete your first call with SalesNexus.

1. Select a contact you would like to call
   
   
   
   
2.  From the contact record, click “call” next to the number you wish to dial
   
   
3.  Ring Central will dial you on your VOIP (computer) phone – answer and select 1 to complete the call
   NOTE:  This requires you to have "Prompt" set to "Yes"
   
   
4.  The "Log Call with Note" box will open so you may note information regarding the call and SAVE this under the contact's Notes section