In addition to our UK and North America dialing plans, you can make calls to any other country with pay-as-you-go dialing

Calls and messages to the same region (i.e. +1 codes) will use the same assigned number

This is not the case if you have verified a caller ID for the SourceWhale dialer. Verified numbers do not apply to SMS messages

All your calls can be found on the new sourcewhale.app/calls page

Links to calls can also be found in the activity feed for each contact

It depends on the plan your team has purchased. We offer two plans:

Minutes are pooled across all team members

Please reach out to our support team if you wish to port your number.

Calls with a duration of zero will not have a recording saved

See this article on how to reduce background noise

You will be assigned a number in each dialling region the first time you make an outbound call to that region

For users based in the US we will use your computer's location information (IP address) to look for phone numbers as close to this location as possible

For example if your IP address is in New York we will find the closest available number to New York

Call recording is on by default

When a call has started you are able to turn this recording off from inside the dialer

It may take a few seconds when the call is starting before you are able to turn the recording off, as it takes a few seconds for the recording to be set up correctly

Calls can fail for many reasons. We have implemented many checks and formatting in our code to ensure that phone numbers are always sent to the phone network in the correct format to give them the best chances of connecting

Calls can fail due to:

Any inbound call will first attempt to ring your SourceWhale dialer in your chrome browser

If the call to your browser fails to connect or is not answered we will forward this call to your personal number if your personal number is entered into your profile in SourceWhale

Dialer calls made via a phone call to-do will continue being logged as to-do's always have. When the to-do is marked as complete we will send a note to your CRM (in accordance with your integration settings)

Dialer calls made separately to any to-do (i.e. from the chrome extension or directly from the contact card in SourceWhale) will be logged to your CRM (again in accordance with your integration settings). These notes will take a few minutes to appear in your CRM to allow users time to log outcomes to the call first

From your profile page in SourceWhale you can verify your personal number

Outbound calls from the dialer will then appear as coming from this number

Please note: this service is not available for SMS messages

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From your profile page you can cycle any number that has been assigned to you

You can only cycle a number for a given dialling region once a month

Please note that when cycling a number, inbound calls to your old number will not be forwarded on to your new number. For this reason, it is advised to not frequently cycle your number
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If you have your personal number saved in your SourceWhale profile.

If you do not have a personal number saved in your SourceWhale profile

This may be due to excessive background noise preventing the verifying call you receive from hearing the verification code being entered
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You can close the outcome page at any point during or after a call. This will not submit any information to SourceWhale, but any notes you have been typing will still be there when you next open it

When a call ends the outcome page will automatically open if the call is with a recognised contact and it hasn’t already been logged

As soon as you return to the home screen of the Dialer or begin another call you can no longer log the outcome of the last call
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Check this article for tips on improving your connectivity