Overview
Practice call lets you roleplay a campaign with your manager playing the prospect while you read the same live teleprompter the Campaign Dialer uses. Open it with Practice call on the campaign's Calling Context tab, in its Start a Dial Session card, or in Tools > Campaign Context. It works on paused and unlaunched campaigns and leaves their status alone. Practice never dials prospects and never creates contacts, dial sessions or call logs, so it never counts toward campaign stats or reports. Sales demo campaigns do not offer it.
How to use this page
Choose how to practice
Pick Call my manager's phone to have your browser ring your manager's phone, or Browser links to open a practice room in your browser and send your manager a link. Your choice and your manager's number are remembered in this browser.
Fill in the details
For a phone practice, enter your manager's 10 digit number and pick Your caller ID from the lines assigned to you for this client. If none are assigned, use Browser links. Optionally add the Prospect name, Company and Title your manager will play, so the teleprompter can use them.
Decide whether to record
Record this call is off by default. Turn it on to save the call so you can play it back, download it, or email it to the client afterward. Only recorded calls are saved.
Start the call
Choose Start practice call and allow microphone access. In phone mode the status reads Ringing your manager, then Live practice with a timer once they answer. In Browser links mode it reads Waiting for your manager to open the link; copy the link with Copy manager link and send it to them.
Read the teleprompter
Talk as you would on a real call. The teleprompter suggests lines from the campaign's Calling Context as your manager speaks, and the Calling Context sits below it. Use the size menu to change the reading size, and the microphone button to mute. Choose End practice when you are done.
Review saved practice calls
Saved practice calls, at the bottom, lists this campaign's recorded practice calls with the date, who called, the mode, the prospect name and the length. A recording shows Recording is processing for a few minutes after the call ends. Then you can play it or choose Download. SalesHive staff can also choose Email to client.
Email a recording to the client
Choose Email to client. SalesHive drafts the email from the campaign context and what was said on the call, then shows the whole email: To (client contacts on file are suggested), Cc, Subject and Message, plus the attached recording. Edit anything, or choose Rewrite draft. Nothing sends until you choose Send this email. It goes from your own SalesHive mailbox with your signature, and the call then shows when and to whom it was emailed.
What the buttons do
- Call my manager's phone / Browser links
- Chooses whether your browser rings your manager's phone or opens a practice room your manager joins from a link.
- Manager's phone number
- The number to ring in phone mode. Numbers on the client's blocklist, stored on its prospects, or already called by its dialer are refused.
- Your caller ID
- The calling line the practice call rings from, chosen from the lines you may use for this client.
- Prospect name, Company, Title
- Optional details for the prospect your manager plays.
- Record this call
- Off by default. When on, the call is saved to Saved practice calls and the status shows Recording.
- Start practice call
- Starts the call. After one ends it reads Start another practice call.
- Copy manager link
- Browser links mode only. Copies the private link your manager opens to join.
- Mute / Unmute
- Mutes your microphone during the practice call.
- End practice
- Hangs up and ends the practice room.
- Download
- Downloads a saved recording.
- Email to client
- SalesHive staff only. Drafts an email with the recording attached and shows it in full before you send it.
- Refresh
- Reloads the Saved practice calls list.