Before you start using VICIdial in Vtiger CRM, you must complete these prerequisites:
- Set up an account in VICIdial
- Installing the Phone Calls module
To do the above, go through the VICIdial Integration document by clicking
here.
Step 1: Set up an account in VICIdialTo use the VICIdial integration, you must first create an admin user account in VICIdial and set up VICIdial on your local servers.
Click here to create an account.
Step 2: Installing the Phone Calls moduleThis is the primary step. The Phone Calls module is not available by default. This module will enable you to call your customer through different integrations. You have to download the Phone Calls extension from the Extension Store.
Follow these steps to install the extension:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Go to Extensions.
- Click Extension Store.
- Find Phone Calls.
- Click Install.
- Click Launch to open the Phone Calls module.
To learn more about the Phone Calls module in Vtiger,
click here.
To learn more about VICIdial integration,
click here.