The Gong dialer enables your team to call prospects directly from Gong. These calls can be recorded, and get the same analytics and insights as all recorded calls in Gong.
To enable your team to start using the dialer, you must first enable the dialer for your company and get business numbers.
Team members must have Assist in order to use the web dialer. For Assist, they must have their CRM connected and be importing their email and calendar. For more on enabling Assist, see this.
Enable the web dialer
Per team or team member
Go to your company settings and click Team members.
From here, you can enable it for a team member or a full team.
Click Actions, select Change data Capture, and enable Gong Connect.
Alternately, click the team member’s name. This will take you to their settings page, where you can enable Gong Connect.
Go to your company settings and click Team member provisioning.
Choose an existing provision or create a new one.
Click + Add assignment and under Data capture and permissions settings, enable Gong Connect.
Get business numbers
In order to use the web dialer for prospecting, you need to get business numbers for your team.
Go to your company settings and click Gong Connect.
Click the Virtual tab and click Get business numbers.
Select which country you want the number to be from. Currently, you can choose from the US or Canada.
Enter the area code you want the number to be from, and click Search.
Multiple numbers for that area code will be displayed. Choose the ones you want and click Done.
The numbers you select now appear on the Virtual phones page, and are available by default to all users. This means anyone in your org with access to the Gong dialer can use them to make outgoing calls.
By default, all business numbers are available to all users in your org who have access to the dialer. To assign a specific number to a specific team member, click the Assign button and select from the team members that appear. (Only team members with access to the dialer will appear here.)
Once the number is assigned to a specific team member, only that person can make calls from it. You can assign multiple numbers to a single user.
Set a forwarding number so that prospects can call back. This number will be used in the following situations:
A rep makes a call using a number available to all users
A rep makes a call using a number assigned only to them, and does not set a personal forwarding number.
If you don’t set a forwarding number, and if reps haven’t set their own personal forwarding numbers, prospects who try to call back will not be able to complete their call.
In the US, calls are automatically recorded unless you specify certain area codes in which recording doesn’t start until consent is received by the rep. For more on these states, see this.