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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Edit or Create Leads and Contacts Directly in RingDNA</h1>
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<p data-start="244" data-end="399">Keep records accurate and up to date by editing lead or contact information directly in RingDNA, with automatic sync to Salesforce.</p>
<ol data-start="401" data-end="975">
<li data-start="401" data-end="621">
<p data-start="404" data-end="621">When you click a contact’s phone number in Salesforce, their record opens instantly in RingDNA. If the contact’s job title has changed, simply update it in RingDNA. The change will automatically sync to Salesforce.</p>
</li>
<li data-start="622" data-end="788">
<p data-start="625" data-end="788">This functionality applies to both <strong data-start="660" data-end="672">contacts</strong> and <strong data-start="677" data-end="686">leads</strong>. Click the phone number to open the record and edit any available field as you would in Salesforce.</p>
</li>
<li data-start="789" data-end="975">
<p data-start="792" data-end="975">To update a lead status, for example, change it directly in the RingDNA panel. Select “Meeting Booked,” and the update is instantly reflected in the corresponding Salesforce record.</p>
</li>
</ol>


Interactive | How to Edit or Create Leads and Contacts Directly in RingDNA

Quickly edit or create leads and contacts in RingDNA with real-time sync to Salesforce. Keep CRM records current without switching platforms.

How to Edit or Create Leads and Contacts Directly in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-edit-or-create-leads-and-contacts-directly-in-ringdna-demo.jpg

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How to Edit or Create Leads and Contacts Directly in RingDNA

Revenue is the leading provider of cloud based sales productivity and marketing intelligence software. Integrated call tracking, dialers, IVR, virtual call centers, and more for Salesforce.com.

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How Call Forwarding vs. Calling Over VoIP Works in RingDNA</h1>
<p><strong></p>
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<p data-start="204" data-end="457">Choose how you want to make and receive calls. This can be done either through your computer using VoIP or by forwarding calls to another device. Enable call forwarding in RingDNA to route calls to your mobile or desk phone for added flexibility.</p>
<ol data-start="459" data-end="1141">
<li data-start="459" data-end="532">
<p data-start="462" data-end="532">Open the <strong data-start="471" data-end="483">Settings</strong> menu to review or add Call Forwarding options.</p>
</li>
<li data-start="533" data-end="650">
<p data-start="536" data-end="650">In the <strong data-start="543" data-end="562">Call Forwarding</strong> section under General Settings, click <strong data-start="601" data-end="612">Add New</strong> to enter a forwarding phone number.</p>
</li>
<li data-start="651" data-end="821">
<p data-start="654" data-end="821">Enter a name and number, then click <strong data-start="690" data-end="700">Verify</strong>. You’ll receive a verification call. Next, follow the prompt to confirm, then click <strong data-start="780" data-end="788">Save</strong> once verification is complete.</p>
</li>
<li data-start="822" data-end="907">
<p data-start="825" data-end="907">Toggle <strong data-start="832" data-end="851">Call Forwarding</strong> to ON to begin routing calls to your selected number.</p>
</li>
<li data-start="908" data-end="1009">
<p data-start="911" data-end="1009">Click the <strong data-start="921" data-end="929">Call</strong> icon in RingDNA to place a call; it will be forwarded to the number you specified.</p>
</li>
<li data-start="1010" data-end="1141">
<p data-start="1013" data-end="1141">The call will now route through your forwarding number. You can toggle Call Forwarding ON or OFF anytime from the Settings menu.</p>
</li>
</ol>


Interactive | How Call Forwarding vs. Calling Over VoIP Works Inside RingDNA

Compare RingDNA's VoIP and Call Forwarding features. Choose to make calls via desktop or forward to another device for flexibility and control.

How Call Forwarding vs. Calling Over VoIP Works Inside RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-call-forwarding-vs-calling-over-voip-in-ringdna-demo.jpg

How Call Forwarding vs. Calling Over VoIP Works Inside RingDNA

Compare RingDNA&#039;s VoIP and Call Forwarding features. Choose to make calls via desktop or forward to another device for flexibility and control.

https://www.revenue.io/revu/call-forwarding-vs-calling-over-voip-ringdna

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How To Transfer Calls Seamlessly with RingDNA</h1>
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<p data-start="229" data-end="443">Use RingDNA to hand off calls smoothly with warm or cold transfers. Whether you&#8217;re introducing the rep or transferring directly, ensure a seamless experience for both teammates and customers.</p>
<ol data-start="445" data-end="1438">
<li data-start="445" data-end="510">
<p data-start="448" data-end="510">Start a call in RingDNA to access the call transfer options.</p>
</li>
<li data-start="511" data-end="685">
<p data-start="514" data-end="685">Once on the call, click <strong data-start="538" data-end="550">Transfer</strong> to begin handing it off to another teammate. This can be done either as a <strong data-start="609" data-end="626">warm transfer</strong> with an introduction or a <strong data-start="653" data-end="670">cold transfer</strong> without one.</p>
</li>
<li data-start="686" data-end="763">
<p data-start="689" data-end="763">Open the <strong data-start="698" data-end="718">contact selector</strong> to add a new contact for merging the call.</p>
</li>
<li data-start="764" data-end="868">
<p data-start="767" data-end="868">Click <strong data-start="773" data-end="795">Transfer and Leave</strong> to complete a cold transfer and hand off the conversation immediately.</p>
</li>
<li data-start="869" data-end="962">
<p data-start="872" data-end="962">For a warm transfer, click <strong data-start="899" data-end="911">Transfer</strong> again to begin the process with an introduction.</p>
</li>
<li data-start="963" data-end="1113">
<p data-start="966" data-end="1113">Type the teammate’s name, then click <strong data-start="1003" data-end="1020">Warm Transfer</strong>. This connects you with them first, allowing for alignment before bringing the caller in.</p>
</li>
<li data-start="1114" data-end="1218">
<p data-start="1117" data-end="1218">When ready, click <strong data-start="1135" data-end="1143">Hold</strong> in the upper right corner to pause your conversation with the recipient.</p>
</li>
<li data-start="1219" data-end="1302">
<p data-start="1222" data-end="1302">Select <strong data-start="1229" data-end="1243">Merge Call</strong> to bring the caller back and complete the warm transfer.</p>
</li>
<li data-start="1303" data-end="1438">
<p data-start="1306" data-end="1438">Click <strong data-start="1312" data-end="1326">Conference</strong> to connect all parties, then click <strong data-start="1362" data-end="1371">Leave</strong> to exit the call while keeping the other participants connected.</p>
</li>
</ol>


Interactive | How to Transfer Calls Seamlessly with RingDNA

Easily transfer calls in RingDNA with warm or cold options. Add teammates, introduce calls, merge participants, and create smooth handoffs every time.

How to Transfer Calls Seamlessly with RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-discover-the-different-types-of-real-time-coaching-with-moments-demo.jpg

How to Transfer Calls Seamlessly with RingDNA

https://www.revenue.io/revu/transfer-calls-ringdna

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</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Listen to a Call Recording in RingDNA</h1>
<p><strong></p>
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<p data-start="186" data-end="390">Easily access and play back any recorded call in RingDNA. Just open the conversation, scroll to the recording, and click Play to review the call for follow-up, coaching, or insight.</p>
<ol data-start="392" data-end="803">
<li data-start="392" data-end="470">
<p data-start="395" data-end="470">Click on the contact record in Salesforce to open it directly in RingDNA.</p>
</li>
<li data-start="471" data-end="567">
<p data-start="474" data-end="567">Once inside RingDNA, select the <strong data-start="506" data-end="518">Activity</strong> tab to view recent calls, messages, and notes.</p>
</li>
<li data-start="568" data-end="665">
<p data-start="571" data-end="665">In the Activity tab, locate the desired call and click the green <strong data-start="636" data-end="644">Play</strong> button next to it.</p>
</li>
<li data-start="666" data-end="803">
<p data-start="669" data-end="803">The call recording will begin playing, enabling you to review the conversation for insights, follow-up actions, or coaching purposes.</p>
</li>
</ol>


Interactive | How to Listen to a Call Recording in RingDNA

Easily access and play back recorded calls in RingDNA. Use the Activity tab to review conversations for coaching, follow-up, or insights.

How to Listen to a Call Recording in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-to-listen-to-a-call-recording-in-ringdna-demo.jpg

How to Listen to a Call Recording in RingDNA

https://www.revenue.io/revu/listen-to-call-recording-ringdna

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</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Pause and Resume Call Recording in RingDNA</h1>
<p><strong></p>
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<p data-start="212" data-end="442">Stay in control of your recordings with the ability to pause and resume during live calls. Use this feature to protect sensitive information or pause during off-topic moments, then resume when you&#8217;re ready.</p>
<ol data-start="444" data-end="849">
<li data-start="444" data-end="535">
<p data-start="447" data-end="535">Click the call icon to start a call and access the pause and resume recording feature.</p>
</li>
<li data-start="536" data-end="696">
<p data-start="539" data-end="696">During the call, click the red <strong data-start="570" data-end="588">recording icon</strong> to pause the call recording. Use this when sensitive information is being discussed or a break is needed.</p>
</li>
<li data-start="697" data-end="849">
<p data-start="700" data-end="849">When you&#8217;re ready to continue recording, click the red <strong data-start="755" data-end="769">pause icon</strong> again to resume. The conversation will now be recorded from that point forward.</p>
</li>
</ol>


Interactive | How to Pause and Resume Call Recording in RingDNA

Learn how to pause and resume live call recordings in RingDNA. Stay compliant and protect sensitive data with this simple, in-call feature.

How to Pause and Resume Call Recording in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-to-pause-and-resume-call-recording-in-ringdna-demo.jpg

How to Pause and Resume Call Recording in RingDNA

https://www.revenue.io/revu/pause-and-resume-call-recording-ringdna

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</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How To Listen In and Monitor a Live Call in RingDNA</h1>
<p><strong></p>
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<p data-start="134" data-end="341">Stay close to your team’s performance with RingDNA’s live call monitoring tools. Use Listen In for silent monitoring or Monitor for deeper insight. This is perfect for coaching, quality control, and team alignment.</p>
<ol data-start="343" data-end="1324">
<li data-start="343" data-end="573">
<p data-start="346" data-end="573">In the <a href="https://www.revenue.io/dialer-for-salesforce#tag=nav">Intelligent Dialer</a>, click the <strong data-start="383" data-end="391">Team</strong> icon to view your list of reps. When a rep is on a live call, the <strong data-start="458" data-end="468">Listen</strong> button will appear below their name, along with the name of the lead or contact they’re speaking with.</p>
</li>
<li data-start="574" data-end="731">
<p data-start="577" data-end="731">Use the <strong data-start="585" data-end="595">Status</strong> dropdown to filter reps by availability, including Online, On Call, Busy, or Break, so you can quickly find who’s actively engaged.</p>
</li>
<li data-start="732" data-end="861">
<p data-start="735" data-end="861">Click the <strong data-start="745" data-end="753">Team</strong> dropdown to filter by team (e.g., Sales, Implementation) and focus your monitoring on the group you need.</p>
</li>
<li data-start="862" data-end="932">
<p data-start="865" data-end="932">Sort the list by <strong data-start="882" data-end="893">recency</strong> or <strong data-start="897" data-end="909">rep name</strong> for easy navigation.</p>
</li>
<li data-start="933" data-end="1045">
<p data-start="936" data-end="1045">Click <strong data-start="942" data-end="952">Listen</strong> to join the call in listen-only mode to hear the conversation live without interrupting it.</p>
</li>
<li data-start="1046" data-end="1165">
<p data-start="1049" data-end="1165">Click <strong data-start="1055" data-end="1065">Unmute</strong> to speak, <strong data-start="1076" data-end="1087">Whisper</strong> to coach privately, or <strong data-start="1111" data-end="1124">Send Note</strong> to deliver real-time written guidance.</p>
</li>
<li data-start="1166" data-end="1324">
<p data-start="1169" data-end="1324">Use <strong data-start="1173" data-end="1186">Send Note</strong> to give feedback during or after the call. The note is emailed to the rep and automatically logged in Salesforce under the call activity.</p>
</li>
</ol>


Interactive | How To Listen In and Monitor a Live Call in RingDNA

Learn how to silently monitor live calls with RingDNA's Listen In feature. Coach reps in real time with whisper, unmute, and note tools.

How To Listen In and Monitor a Live Call in RingDNA | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/06/id-how-to-listen-in-and-monitor-a-live-call-in-ringdna-demo.jpg

How To Listen In and Monitor a Live Call in RingDNA

Learn how to silently monitor live calls with RingDNA&#039;s Listen In feature. Coach reps in real time with whisper, unmute, and note tools.

https://www.revenue.io/revu/listen-and-monitor-live-call-ringdna

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Interactive | How to Add a Custom Greeting in the RingDNA Dialer

In this video, you can see how to personalize a sales call and greeting experience with a custom greeting in the RingDNA Dialer.

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Interactive | How to Boost Connection Rates by Using Local Presence

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Interactive | How to Prep for a Demo Using Calls in Conversation AI

In this educational video, see how top sales reps use Conversation AI to prep smarter before every single demo.

How to Prep for a Demo Using Calls in Conversation AI | Revenue

How to Prep for a Demo Using Calls in Conversation AI

https://www.revenue.io/revu/how-to-prep-for-a-demo-using-calls-in-conversation-ai

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<p>See how Conversation AI makes coaching moments easy to find, review, and apply.</p>
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Interactive | How to Learn from Coached Calls in Conversation AI

In this educational video, see how Conversation AI makes sales coaching moments easy to find, review, and apply.

How to Learn from Coached Calls in Conversation AI | Revenue

How to Learn from Coached Calls in Conversation AI

https://www.revenue.io/revu/how-to-learn-from-coached-calls-in-conversation-ai

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">Learn How to Leave the Perfect Voicemail Every Single Time</h1>
<p>See how Revenue.io helps reps leave high-impact sales voicemails with just one click.</p>
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Interactive | How to Leave the Perfect Voicemail Every Single Time

In this educational video, see how Revenue.io helps reps leave high-impact sales voicemails with just one click.

How to Leave the Perfect Voicemail Every Single Time | Revenue

How to Leave the Perfect Voicemail Every Single Time

https://www.revenue.io/revu/how-to-leave-the-perfect-voicemail-every-time

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<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:10px!important;">Learn How to Shadow a Call Using the RingDNA Dialer</h1>
<p>See how easy it is to monitor and shadow live calls using the RingDNA Dialer.</p>
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Interactive | How to Shadow a Call Using the RingDNA Dialer

In this educational video, see how easy it is to monitor and shadow live calls using the RingDNA Dialer with Revenue.io.

How to Shadow a Call Using the RingDNA Dialer | Revenue

How to Shadow a Call Using the RingDNA Dialer

https://www.revenue.io/revu/how-to-shadow-a-call-using-the-ringdna-dialer

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