Set Dialer Preferences

Article author
Dustin Nathaniel Keys
Updated

Overview

The dialer allows you to make and receive calls to prospects without leaving Apollo, directly from contact profiles.

Once you get an Apollo phone number, check out the following sections to set your call preferences.

Set Dialer Preferences

You can configure outgoing and incoming call preferences, as well as enable call recording and call debugging on the dialer.

Outgoing Calls

To configure outgoing calls:

  1. Launch Apollo and navigate to Settings > You > Voice.
  2. From the outgoing call dropdown, choose how you want to make outgoing calls:
    • Bridge: Bridge allows you to make calls from your mobile device while retaining the ability to log and record the calls in Apollo. If you enable bridge, enter a personal phone number. When you place a call in Apollo, you receive a call to your phone from your Apollo number, prompting you to complete the bridge. The contact then receives the call from your Apollo number.
    • VoIP: VoIP allows you to place calls in your browser with your Apollo phone number. Apollo uses your default system sound settings for call audio.
 
All Things Considered

Wondering which to choose? If you have a great mic, a solid internet connection, and like making calls at your desk, VoIP is the right choice. If you prefer to make calls over your phone, are on the go, or sometimes experience internet connection issues, use bridge. If you have a non-US Apollo phone number, you must use VoIP.

The outgoing call options are highlighted

  1. When finished, click Save Changes.

You have now set your outgoing call preferences, and you're ready to make calls. You can edit your preferences at any time.

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Incoming Calls

To configure incoming calls:

  1. Launch Apollo and navigate to Settings > You > Voice.
  2. From the incoming call dropdown, choose how you want to make incoming calls:
    • Bridge: Bridge allows you to receive calls from contacts to your mobile device while retaining the ability to log and record them in Apollo. If you enable bridge, enter a personal phone number that you have access to. For incoming calls, contacts need to call your Apollo phone number for the call to be bridged to your personal phone number. Voicemails can be left on your personal phone voicemail if you have configured it.
    • VoIP: VoIP allows you to receive calls in your browser with your Apollo phone number. Apollo uses your default system sound settings for call audio. There is no voicemail feature.
 
Dialer Dilemma

Wondering which to choose? If you want incoming calls to go to voicemail, bridge is the right choice. If you prefer to catch calls at your desk in browser, use VoIP. If you have a non-US Apollo phone number, you must use VoIP.

The incoming call setting is highlighted

  1. When finished, click Save Changes.

You've set your incoming call preferences, and you're ready to receive calls. You can edit your preferences at any time.

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Call Recording

You can automatically record calls in Apollo. Use call recording to log conversation outcomes and improve your communication over time.

 
Recording in Progress

Some US states and some countries require that all call participants consent to recording calls. Obtain this consent before using call recording.

To configure call recording:

  1. Launch Apollo and navigate to Settings > You > Voice.
  2. Check Record All Voice Calls.

The record all calls option is highlighted

  1. When finished, click Save Changes.

You've set your call recording preferences, and Apollo will record and save your future calls in Apollo. You can edit your preferences at any time.

 
Voicemail Caveat

If a call goes to voicemail and you use a voicemail drop, Apollo does not record the call.

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Call Debugging

Call debugging is helpful for diagnosing call connection errors.

If you enable debugging and a call fails, take a screenshot of the error message and reach out to Apollo support to share it.

To configure call debugging:

  1. Launch Apollo and navigate to Settings > You > Voice.
  2. Check Show call connection errors.

Debugger

  1. When finished, click Save Changes.

You've set your call debugging preferences. You can edit your preferences at any time.

 
Excuse the Noise

Call debugging could result in some noise on your calls. Feel free to turn off debugging once you've resolved any call connection errors.

 

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