If you’re using Sales Dialer for the first time, enable Sales Dialer
in Setup. Make sure that you add the Phone item to the utility bar for the Sales Engagement
app.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in
Performance, Einstein 1, and Unlimited Editions, and
available for an extra cost in Professional and Enterprise Editions.
Sales Engagement is also available for an extra cost in Service and Lightning
Platform.
|
| User Permissions
Needed |
| To set up Sales Engagement: |
Customize Application AND Modify All Data |
See Enable Sales Dialer and Add Dialer to the Utility Bar.
