For each user who is allowed to handle incoming and outgoing calls from the CRM, the extension number should be configured in the User preferences page.
Follow these steps to configure extension numbers for users:
- Open My Preferences.
- Configure the user number in Knowlarity Extension field under ‘Phone Preferences’ block.
- Number Format: [Country Code][Agent_Phone_Number], Ex: +919876543210.
Once the configuration is completed on both sides, i.e., Vtiger and Knowlarity, you are now ready to make and receive calls in the CRM.