Overview
RingResponse provides multiple methods to make outbound calls to your leads directly from the SalesExec interface. You can initiate calls through your web browser using WebRTC technology or have the system bridge through your configured office phone line. The optional Local Presence feature dynamically uses a phone number matching your lead's area code to improve answer rates.
Key Functionalities
Multiple Dialing Methods: Initiate calls via Click-to-Dial, Power Dialing, or Pull workflows.
Flexible Calling Modes: Choose between browser-based calling (WebRTC) or phone line calling (bridged through your configured number).
Local Presence: Automatically match your caller ID to the lead's area code or state to increase contact rates.
WebClient Pop-up: For browser calls, a dedicated pop-up window manages the call connection and audio.
How to Make an Outbound Call
Method 1: Making a Call Through Your Browser (WebRTC)
Prerequisite: Your organization must have the WebRTC update enabled, if updated, you are no longer required to have a phone number configured within My Account.
When you click to call a lead, a WebClient pop-up window will appear.
You may be prompted to "Allow" microphone access—select Allow.
The call will be initiated directly through your browser.
Important: Do not close this pop-up window during a call, or the call will drop. You may minimize it between calls.
Method 2: Making a Call Through Your Configured Phone Line
Select a lead and click the Call Lead button.
RingResponse will first dial your office phone line (configured in My Account > User Profile).
Once you answer your phone, RingResponse will bridge the connection and dial the lead's number using either:
A Local Presence number (matching the lead's area code), or
A default account phone number.
Managing Local Presence
A Location icon/toggle is available near the dialer controls.
Enabled (Recommended): Your caller ID will match a number from the lead's area code or state.
Disabled: All calls will use a default account phone number regardless of the lead's location.
Best Practices
Use Local Presence: Keep this feature enabled (unless directed otherwise) to significantly increase the likelihood of your calls being answered.
Minimize, don't close, the WebClient: If using browser calling, minimize the pop-up window between calls instead of closing it to avoid disruptions.
Verify your phone number: Ensure your office line is correctly configured in My Account > User Profile if you are using the phone bridge method.
Use Power Dial for efficiency: When working through a list, use the Power Dial feature to automate the dialing process and save time between calls.
Check audio settings: Before making browser-based calls, test your microphone and speaker setup to ensure good call quality.
Troubleshooting
WebClient pop-up does not appear or call fails
Ensure your organization has the WebRTC update enabled.
Check that your browser allows pop-ups from sales-exec.net.
If the pop-up appears but the call fails, ensure you clicked Allow for microphone access.Your personal phone does not ring when initiating a call
Verify your correct phone number is saved in My Account > User Profile.
Confirm your desk phone is on-hook and ready to receive calls.Local Presence is not working (caller ID shows default number)
Ensure the Location toggle is enabled (green/on) before dialing.
Confirm your account has purchased phone numbers in the necessary area codes.Call drops immediately after connection
If using the WebClient, ensure you did not accidentally close the pop-up window.
Check your internet connection (for browser calls) or phone line stability (for bridged calls).Lead hears a different caller ID than expected
This is likely Local Presence functioning. The system displays the number that will be shown to the lead during the setup process.
If Local Presence is disabled, the lead will see your account's default outbound number.