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Pick the phone numbers your calls come from, and let SmartRotate spread your calls across them. The number people see decides whether they pick up. Using several clean numbers, and switching between them, keeps any one number from being marked as spam.

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See your numbers

In Dialer, click Preferences. The Phone Number card shows your Primary phone number, the one your calls use by default. You can also switch it from the dialer header before a session. Each number shows a few badges: To add or remove numbers, click Manage numbers in the Phone Number card. This opens Phone number management.

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Buy a number

1

Pick a country and area code

In Phone number management, stay on Buy a number. Choose US or CA, type an area code, and browse the available numbers.
2

Add the numbers you want

Click + next to a number to add it to Your phone numbers. When you reach your plan’s limit, the page tells you the maximum.
Or click Auto Pick. Salesfinity suggests US numbers from a mix of area codes to fill your open slots. Review them and click Confirm & Add. SmartRotate turns on for you.

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Use your own number

You can call from your own phone number, such as your mobile, after you prove it’s yours.
1

Enter your number

In Phone number management, open Use your own. Type the number with its country code, for example +1 415 555 2671.
2

Answer the verification call

Click Call me to verify. Salesfinity shows a 6-digit code and calls the number. Answer and type the code on your keypad. The call is in English.
3

Pick it in the dialer

Once verified, the number shows Your number. Pick it in the dialer whenever you want your own caller ID.
Carriers trust your own number less. Numbers bought in Salesfinity are registered with the carriers and get full caller-ID attestation. A number you bring can only get partial attestation, which makes a “Spam Likely” label more likely over time. Calls back to your own number ring your phone directly. They are not logged, recorded, or answered in the dialer.

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Rotate numbers with SmartRotate

SmartRotate switches between your numbers as you dial. After a set number of calls, the next call goes out from your next number.
  1. In Preferences, find SmartRotate in the Phone Number card.
  2. Pick how many calls each number makes before switching: 5, 10, 15, 20, 25 or 40.
  3. Switch it on and click Save.
SmartRotate only uses numbers marked Clean in the same country as your primary number. You need at least two of them to turn it on. Your admin can limit the calls-per-number choices you see.

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Match the contact’s country

With SmartRotate on, switch on Country Matching to call each contact from one of your numbers in their country. It picks the number you’ve used least.

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Match the contact’s area code

On Enterprise and Enterprise+ seats, SmartRotate also offers Smart Connect. It shows a caller ID that matches the area code of US and Canadian contacts, when Salesfinity has a number for that area code. Otherwise, the call goes out from your own numbers as usual.

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Next steps

Run your first parallel session

Put your new numbers to work on several lines at once.

Skip numbers that won't answer

Check your contacts’ numbers too, not just your own.

Set your preferences

See every dialer setting and what your admin can lock.