Make quick calls from the CRM using your phone system with no integration setup required! By allowing the CRM to post phone numbers into your dial out phone system, this allows you to use your connected VOIP devices or softphone software automatically, saving user's time and effort needing to manually enter the contact's phone number.
Prerequisites
Your phone system needs to support Click to Call function to allow the CRM to post phone numbers
There is no set up required for this integration as long as your phone system supports Click to Call functionality.
Simply click on the phone number from a Company or Contact, and the number will be passed through to your phone system automatically.
