Dialer and audio setup

One-time setup

Run through this once before your first live call:

• Use a PC or Mac.
• Use Google Chrome when possible.
• Keep only the CRM and dialer open during calls.
• Do not run other apps that use your headset or microphone at the same time.
• Make sure your headset is not connected to multiple devices.

Resetting your dialer

When something feels off, the fix is almost always a clean reset:

1. Log out of the dialer.
2. Log back in.
3. Select your microphone and headset again.
4. Run the audio tests.
5. Toggle back on.

Troubleshooting no-one-on-the-line calls

1. Reload the dialer.
2. Take a test call.
3. Go to the Calls tab and listen to the recording.
4. If you hear choppiness or you continue getting back-to-back no-one-on-the-line calls, stop taking calls and contact support.

Pushing through repeated audio issues runs up call charges on broken connections — pause first, diagnose second.

Repeated audio issues

1. Pause taking calls immediately.
2. Open a support ticket or reply to support.
3. Provide your phone number if support asks so a developer can troubleshoot with you.

Checking recordings

1. Go to the Calls tab.
2. Calls with a play icon have a recording available.
3. If a recording doesn’t load, provide the lead’s phone number to support for investigation.