Install the RingDNA Communications Hub
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Navigate to the RingDNA extension page on the Chrome Webstore.
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Click Add to Chrome to install the extension into your browser.
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Once the extension is installed, click the"puzzle piece" iconin the upper right corner of the Chrome browser to display the list of extensions.
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In the menu of extensions, click the pushpin iconnext to the Dialer icon to pin the extension so it is always visible for use.
Log in to Revenue.io
- Click on the extension icon in the upper right corner of the Chrome Browser.
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Click Log in then enter your Salesforce user name and password to log in to Revenue.io.
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Record a Custom Greeting
Revenue.io enables you to record multiple inbound voicemail greetings, known as a Custom Greeting.
If multiple Custom Greetings are recorded users can select which greeting will be played before inbound callers leave a message.
To Record a Custom Greeting:
- Click Settings
- Select the Custom Greeting tab
- Click the Add Custom Greeting button
- Click Record to record your greeting
- Use the Play button to preview your recording
- Enter a name for your Voicemail Greeting in the Label field
- Click Save
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Make a Call in the RingDNA
There are several ways to make calls in the RingDNA. Four common ways are:
1.Click to call any phone number in Salesforce when the Revenue.io icon is displayed next to it.
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2. Use Click to call to dial any phone number displayed on a webpage, web app, or email.
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3.Select the Contacts icon in the Intelligent RingDNA to search for Contacts, colleagues, or companies.
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4. Click on the Call History icon in the RingDNA and click on any phone number to dial it.
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Enter Contextual Call Data like Call Notes and Dispositions in Realtime
Click on the Call Tools icon to enter Call Notes during or after a call. These Notes will automatically be posted to the Call's Task in the Comments field in Salesforce.
Leave a Disposition to indicate the general outcome of your call. The Disposition will automatically be posted to the Disposition field of the call's Task in Salesforce.
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Activity Feed
As you place calls and send email, Revenue.io's Activity feed provides a history of your Salesforce Activities associated with a record that can be used for contextual reference.
Activity feed will display past Call and Email Tasks, as well as relevant Chatter Posts, made on the record's page in Salesforce. |
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Manage Salesforce Tasks in RingDNA
For teams that use Salesforce Tasks, Revenue.io offers a variety of management features that can radically boost task-based productivity without having to switch back and forth between Salesforce and the RingDNA, including:
- Create Tasks from the RingDNA
- Update Tasks from the RingDNA
- View Open Tasks
- Change a Task’s Due Date
- Edit a Task
- Close Out a Task
Check out How to Use Revenue.io with Salesforce Tasks to see how to manage Salesforce tasks right from your dialer.
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Call Reports
In order to help provide you with an optimal experience, we encourage you to submit a call report if you experience any issues.
Step 1: On the call's page in RingDNA click Report this call
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Step 2: Rate the call by clicking on the start icon under the Rating heading.
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Step 3: Click Category and choose the option in the drop-down menu that best categorizes your issue.
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Step 4: To provide additional context briefly describe the issue you experienced in the Note field. Then click Send to submit your call report to our Support team.
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