Sales Rep Setup Checklist
Sales Rep Setup Checklist
Starting as a sales rep on JustCall? This checklist covers the 8 things to set up in your first day so you can dial prospects, send follow-up texts, and log every touchpoint to your CRM without switching tabs.
Your admin has set up the account and numbers. Your sales manager has configured campaigns and scripts. This guide covers what you need to do on your end.
Available on: All plans. Power Dialer requires Pro or above. Dynamic and Predictive Dialers require SalesPro.
1. Accept your invitation and set your availability
- Check your email for the JustCall invitation from your admin.
- Click the invitation link and create your password (or use SSO if your company has it enabled).
- Log in at app.justcall.io.
- Click your profile avatar in the bottom-left corner and set your status to Online.
- Set your call receiving preference: web app, desktop app, or forward to your mobile number.
Your status controls whether calls ring through to you. Switch to Offline when you are in meetings or done for the day so calls route to another team member.
2. Install the Chrome extension and mobile app
The Chrome extension is your fastest path to more dials per hour:
- Install the JustCall Chrome Extension from the Chrome Web Store.
- Log in with the same credentials.
- Open your CRM — you will now see click-to-call buttons next to every phone number.
For calls on the go, install the JustCall mobile app:
- iOS: App Store (requires iOS 15+)
- Android: Google Play (requires Android 8.0+)
You can receive calls on all connected devices simultaneously. Outbound calls from any device log to the same account and CRM.
3. Learn the dialer
Your sales manager has set up campaigns. Here is how to work them:
Power Dialer — dials contacts one at a time from your assigned list.
- Go to Sales Dialer in the navigation bar.
- Select the campaign your manager has assigned to you.
- Click Start to begin dialing. JustCall dials the next contact automatically after each call.
- During each call, you will see the contact's name, company, and CRM data on screen.
- If your manager has set up call scripts, the script displays alongside the contact info.
Between calls, you can:
- Drop a pre-recorded voicemail with one click when you hit a voicemail box
- Tag the call with a disposition code (e.g., "Demo Booked," "Callback Requested," "Not Interested")
- Add call notes that sync to your CRM
If your team uses Dynamic or Predictive Dialer campaigns, the workflow is similar — the system manages pacing and multi-line dialing automatically.
4. Set up your voicemail drops
Save time on voicemails by recording your drops in advance:
- Go to Sales Dialer > Settings.
- Upload your voicemail recordings (from your local drive, Dropbox, or Google Drive).
- During a campaign call, when you reach a voicemail box, click the voicemail drop button to leave your pre-recorded message instantly.
Record 2–3 variations so your voicemails do not sound identical when the same prospect hears them multiple times.
5. Send SMS from the conversation view
Text messaging is your follow-up channel. JustCall ties every text to the same contact record as your calls.
Send a quick text after a call:
- Go to SMS/MMS in the navigation bar.
- Click New Message or open an existing conversation.
- Select the JustCall number to send from.
- Type your message and click Send.
Use SMS templates to send consistent follow-ups without retyping:
- In any conversation, click the Templates icon.
- Select a saved template (your manager may have pre-built these).
- Edit the personalized fields if needed and send.
Bulk SMS (Pro and above): Send a single message to up to 5,000 contacts at once. Go to SMS/MMS > Bulk SMS, upload your contact list or select a CRM list, compose your message, and send.
Auto-SMS after calls: If your manager has enabled this on your campaign, JustCall automatically sends a follow-up text when a call goes unanswered. You do not need to configure this — it runs in the background.
6. Confirm your CRM is logging calls
Your admin connected JustCall to your CRM. Verify it is working:
- Make a test call to a known contact.
- After the call, open that contact's record in your CRM (HubSpot, Salesforce, Pipedrive, or whichever your team uses).
- Confirm you see the call log entry with duration, recording link, and any notes or disposition you added.
If the log is missing, check with your admin — the CRM integration may need your user account mapped.
Click-to-call from your CRM: With the Chrome extension installed, click any phone number in your CRM to launch a call directly. The call logs back to that contact automatically.
7. Review your AI call insights
After every call, JustCall generates:
- Call summary — a paragraph recap of what was discussed
- Action items — follow-ups and commitments mentioned during the call
- Smart chapters — the transcript broken into navigable sections so you can jump to specific moments
Access these from the JustCall AI section in the navigation bar, or from any call record in your call log.
On Pro Plus and above, you also get:
- AI call score (0–100) — automatic grading on communication quality, process adherence, and customer sentiment
- Coaching comments — your manager can leave feedback on specific moments in the transcript. Check for @-mentions in JustCall AI.
Use your AI scores to identify patterns. If your talk-to-listen ratio is consistently high, you are talking too much. If dead air is flagged, work on smoother transitions.
8. Handle scheduled callbacks and reattempts
When prospects ask you to call back later, or when a contact does not answer:
Scheduled callbacks:
- During or after a call, select the Callback disposition and set a date and time.
- JustCall adds it to your callback queue. You will see overdue and upcoming callbacks in Sales Dialer > Dashboard.
Reattempts:
If your manager has configured reattempt rules, JustCall automatically re-queues contacts who did not answer. These appear in your campaign list at the configured interval. You do not need to track them manually.
Daily Workflow
Once you are set up, a typical day looks like this:
- Log in, set status to Online.
- Open your assigned campaign in Sales Dialer and start dialing.
- Between calls: tag dispositions, add notes, drop voicemails.
- Check the SMS inbox for replies to your follow-up texts.
- Review your JustCall AI dashboard for call scores and coaching feedback.
- Before signing off, handle overdue callbacks and check your reattempt queue.
Related Articles
- How JustCall Works — understand numbers, users, credits, and integrations
- Agent Onboarding Checklist — general first-hour setup for all team members
- Choose the Right Sales Dialer — Power vs. Dynamic vs. Predictive
- Sales Manager Setup Checklist — what your manager configured before you got here