Advanced Features
Get the most out of SalesPartner with these powerful features.
Managing Your Contacts
Learn how to view, edit, and organize your contact information. Keep your lead data clean and up-to-date for better conversations.
Making and Receiving Calls
Learn how to make outbound calls, answer incoming calls, and use call controls like mute and keypad from the SalesPartner app.
Setting Up a Desk Phone
Connect a physical SIP desk phone to SalesPartner and configure the caller ID and touch-tone settings it needs to work correctly.
Voicemail
Learn how voicemail works in SalesPartner, including listening to recordings, reading transcriptions, and customizing greetings.
Availability & Status
Learn how to set your presence status and working hours so leads reach the right person at the right time.
Lead Assignment
Learn how new leads get assigned to team members. Understand round-robin distribution, single-user assignment, and what happens when people are unavailable.
Taking Over Conversations
Learn when and how to take over a conversation from SalesPartner, handle it yourself, and hand it back when done.
Sending Images & Media
Learn how to send images to leads, what file types are supported, and best practices for using images in business conversations.