How to Change Outbound Caller ID for Agents

• RingCX in the RingCentral app
• RingCX standalone

Making calls using RingCX in the RingCentral app

1. Sign in to the RingCX in the RingCentral app.

2. Click the 

   Agent

   in the left navigation bar, then click Start working

3. Click Session info in the top right to view your settings. To make an update, click 

   Update settings

   

   
   
4. To make a manual outbound call:

   • Click 

     My Calls

     in the left navigation bar.

   • Update the caller ID if needed. To make a call from your own extension, make sure the correct caller ID is selected.
   • Enter a name or number, then select the result to place the call.
5. When you make a call connected to a campaign, you’ll see one of these dialing options based on your permissions and dial group:

   • Preview dialing: To fetch leads from a lead list, click 

     Dialing

     in the left navigation bar, then click 

     Get leads

     . You can review each lead’s details before placing the call.

   • Predictive dialing: The system automatically dials one or more leads, and connects you when the call is answered.

   • Progressive dialing: Click 

     Dialing

     in the left navigation bar, then click 

     Start dialing

     . The system automatically dials one or more leads after a preset review time set by your admin.

6. The Active Calls tab will display call details, customer details, your customer database, or an agent script, if available. The screen you see will depend on how your queue and account were set up.
7. Use the dialpad to access call controls:
   • Mute or hold
   • Record
   • Take call notes
   • Call an expert for a consultation call

   • Transfer or requeue the call

     

     
     
8. After a call, you can:
   • Update the call notes
   • Submit a disposition to record the call outcome
   • Schedule a callback if this option is available for your campaign