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How do you set up a Salesgenie Dialer account?

If you are an active Salesgenie subscriber, start by clicking on any clickable phone number in the quick view panel. You will be taken through a very simple one-time setup process:

  1. Enter the phone number you want associated with your account. Phone numbers can only be associated with one Salesgenie account. Be sure to use your direct line rather than a main office line to ensure you can accept the setup call.
  2. Accept the setup call to verify your phone number. During the call, you will be prompted to enter a unique code from your setup screen.
  3. You’re all set!
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