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Using Ring.io with a CRM
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How to use the Ring.io Power Dialer with Salesforce CRM
How to use the Ring.io Power Dialer with Salesforce CRM
Stan avatar
Written by Stan
Updated over a week ago

Ring.io offers Salesforce users the ability to add a list of up to 150 contacts to a Power Dialer session. Adding contacts to a Ring.io Power Dialer session from Salesforce is easy and only takes a few clicks. Let's get started with your first power dial session with Ring.io!

Ring.io Pro Tip: If all contacts selected are not loading to the Power Dialer, scroll to the bottom of the contacts page and scroll back to the top.
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1. In your CRM, sort your calling list using the built-in filters.

2. In Salesforce CRM, add contacts from the Account, Contact, Lead, Opportunity or Task Module.

3. To add a list of contacts to a Ring.io Power Dial Session right click on the list > select Ring.io Web Phone.

4. Ring.io launches the Power Dialer in a new tab displaying the list of contacts > click Start Session to start dialing your contacts.


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See it in action here!

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