FAQs in this section
What is the Ducom integration with Vtiger CRM?
How do I integrate Duocom with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How do I integrate Telzio with Vtiger CRM?
How can I get started with VICIdial integration?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
What is the Knowlarity integration with Vtiger?
How do I integrate Knowlarity with Vtiger?
How do I configure my Knowlarity credentials in Vtiger?
How to configure extension numbers for users?
How do I enable Vtiger integration in Knowlarity?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
How do I know what status a Phone call is in?
How do I link Phone Calls to Business Hours?
How do I create a transcript of phone calls?
Can I set up a voicemail from the Phone Calls module?
How do I see the details for each phone call I have made?
Can I save my phone calls as text copies or transcripts?
Can I call my customers directly from my laptop or desktop?
Can I transfer a call to the CRM?
How do I make a phone call from Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Can I use multiple gateways or service providers to make calls?
Where do I add a phone number to use in the Phone Calls module?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
What are the telephony gateways that are integrated with Vtiger CRM?
How is the Phone Calls module useful?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
Can you record calls using the Phone Calls module in Vtiger CRM?
What is the Customer Sentiments feature in Vtiger CRM?
What is the Call Notes feature in Vtiger CRM?
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM?
What is the Incoming Call Pop-up feature in Vtiger CRM?
How do I configure Plivo as a Normal gateway in Vtiger CRM?
Where is the recording of my calls stored in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
What is PHLO Support for Plivo?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
How many gateways can I set up for Asterisk in Vtiger CRM?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
Is it necessary to create an account in VICIdial?
How do I install the Vtiger Asterisk Connector?
How do I set up Vicidial in my CRM account?
Why is the Recording Link not Working in Vtiger?
How do I configure Exotel in Vtiger CRM?
What is VICIdial?
What are the benefits of VICIdial integration?
Which versions of VICIdial does Vtiger support?
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
How do I add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How does Exotel integration work with Vtiger?
How do I set up the recording filename for VICIdial?
How do I make a phone call to my customer?
Table of Contents
You can make a phone from:
- The List View of a module (Contacts, Organizations, Deals, Invoices, etc.)
- The Summary of an individual record
- You cannot make a call if numbers have not been added to the contact.
- You won’t be able to place a call if your microphone is not connected.
- Log in to the CRM.
- Go to a module's List View.
- Hover a record in the Contacts or Organizations module, and the phone call icon appears.
- Click the Call icon.
- Select Click-to-call.
- Select the gateway from which you want to place the call.
- Click Call.
- Log in to the CRM.
- Go to a module's List View.
- Click the record to whom you want to place a call. The Summary View of the record opens.
- Click the Call icon on the top right of the screen.
- Select Click-to-call.
- Select the gateway from which you want to place the call.
- Click Call.
- You can all place a call by clicking the Phone number displayed below the contact (on the top left) in the Summary View of a record.
- You have to configure service providers or gateways in the CRM for you to place a call.
- All available gateways you have configured in the CRM are displayed in the call window.
- You can also cut a call before it is connected.
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