Drop a voicemail for you
Voicemail Drop works with AI Parallel Dialing, which is on Gold, Enterprise and Enterprise+ seats.1
Record your voicemail
In Dialer, click Preferences. In the Voicemail Drop card, click Manage
Voicemails. Under Add New Voicemail, click Start recording and speak into your
microphone.
2
Save it
Click Stop and save recording. Listen back, give it a Voicemail name, and click
Save. To try again, click Stop and re-record.
3
Turn on Voicemail Drop
Back in Preferences, switch on Voicemail Drop, pick your recording from the list, and
click Save.
Log a call
When a live call ends, the Call Outcome panel opens next to the contact.1
Pick a disposition
Choose what happened from Disposition, such as Answered - Meeting Set or
Gatekeeper. It is the only required field.
2
Add a note
Type in Call note. Click Generate to have AI write a summary of the call into the note
once the transcript is ready.
3
Plan what's next (optional)
Add a Follow-up Task with a date and priority, or Snooze contact for a few weeks or
months so they drop out of your lists until then. Tick Wrong number if the number belongs
to someone else.
4
Log it
Click Log call and continue to save and start the next batch. Click Log and pause to
save and take a break. Click Send email to write a follow-up email from the call first.
Calls logged for you
You only fill in the form for people you spoke to. Salesfinity logs every other call on its own:The dispositions
Every team starts with these dispositions. Your CRM connection maps each one to the matching outcome in your CRM.
To add your own dispositions, open your CRM’s settings in Settings › Connections and click
Add New Disposition.
Logged the wrong outcome? Open the call in Analytics › Call history and change its disposition.
Try a contact’s other numbers
Many contacts have more than one number. With Multi-Number Dialing on, the dialer tries the contact’s next number right away when a call ends without a conversation. That happens when a call is logged for you, and when you log Gatekeeper, Answered - Wrong Contact, Answered - No Longer with Company, No Answer or Bad Number. Turn it on in Preferences › Other Options.Next steps
Run your first parallel session
Put voicemail drop to work on five lines at once.
Get past call screeners
Play a recorded intro when a phone screens your call.
See how calls reach your CRM
What Salesfinity writes back after each call.
Set your preferences
Recording, AI summaries, and what your admin can lock.