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How to Organize Your Screens For RingDNA and Salesforce Optimization

Set up the RingDNA Dialer side by side with Salesforce to streamline your workflow. Make calls, view CRM data, and update records without needing to switch tabs.

  1. Click the RingDNA extension in your browser to open the RingDNA Dialer and start making calls directly from your desktop.

  2. After opening the Dialer, resize your Salesforce window so both applications fit side by side, allowing you to manage calls and CRM updates efficiently.

  3. With both screens visible, you’ll now have quick, uninterrupted access to live calls and Salesforce records all from a single, optimized workspace.