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How Can I Use Scratchpad With Dialers?
How Can I Use Scratchpad With Dialers?

Do you use a dialer? Click-to-Dial directly from Scratchpad Grid Views!

Updated over 4 months ago

RingCentral

Using the Scratchpad Chrome Extension:

    • Facetime is the default dialer for Mac users, you will have to sign into your Apple ID or create a new one to change the default dialer to RingCentral

  1. Access a Scratchpad Pipeline list view, including a phone number field

  2. Click the phone number from your list view to initiate a dial through RingCentral

Using the Scratchpad Web App:

  1. Bookmark the Scratchpad Web App - app.scratchpad.com

    • Facetime is the default dialer for Mac users, you will have to sign into your Apple ID or create a new one to change the default dialer to RingCentral

  2. Access a Scratchpad Pipeline list view, including a phone number field

  3. Right-click on the number to access Ring Central click-to-dial


SalesLoft

Using the Scratchpad Web App:

  1. Bookmark the Scratchpad Web App - app.scratchpad.com

    • Facetime is the default dialer for Mac users, you will have to sign into your Apple ID or create a new one to change the default dialer to SalesLoft

  2. Access a Scratchpad Pipeline list view, including a phone number field

  3. Right-click on the number to access SalesLoft click-to-dial


Microsoft Teams

Using the Scratchpad Web App:

  1. Bookmark the Scratchpad Web App - app.scratchpad.com

    • Facetime is the default dialer for Mac users, you will have to sign into your Apple ID or create a new one to change the default dialer to Microsoft Teams

  2. Access a Scratchpad Pipeline list view, including a phone number field

  3. Right-click on the number to access Microsoft Teams click-to-dial


RingDNA

Using the Scratchpad Web App:

  1. Bookmark the Scratchpad Web App - app.scratchpad.com

  2. Configure RingDNA as your standard dialer

    • Facetime is the default dialer for Mac users, you will have to sign into your Apple ID or create a new one to change the default dialer to RingDNA

  3. Access a Scratchpad Pipeline list view, including a phone number field

  4. Right-click on the number to access RingDNA click-to-dial


Zoom

Using the Scratchpad Web App:

  1. Bookmark the Scratchpad Web App - app.scratchpad.com

    • Facetime is the default dialer for Mac users, you will have to sign into your Apple ID or create a new one to change the default dialer to Zoom

  2. Access a Scratchpad Pipeline list view, including a phone number field

  3. Right-click on the number to access Zoom's click-to-dial


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