Configure Call Settings (How-To)

Configure Call Settings

  1. Navigate to Left-hand Navigation: Admin » Call Logs.

  2. Under System-Wide Settings, find the Use Call Feature and toggle to Yes/On.



  3. Add a Phone Number from which staff may call customers. These are the phone numbers that can be selected when you make a call log. This can be your main facility number but you can add as many other numbers as you would like. For example, a manager might have their personal phone number entered here if they do calls with customers. This allows your business to manually track which phone number customers are contacted with and will be selected when you record a call.



  4. Optionally add a Call Type to manage the types of calls that can be recorded by staff.

 

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