How do I configure my Vtiger CRM and Twilio settings to display the call pop-up?
Follow these steps to resolve the issue with the call pop-up:
- Log in to the CRM.
- Click on the User Menu at the top right corner.
- Go to Settings. The Settings page opens.
- Go to the Extensions section and select Phone Configuration.
- Check that a TwiML App is created in Twilio and linked within the configuration. If not, create a TwiML App in your Twilio account and link it.
- Go to Active Numbers in Twilio and assign the created TwiML App to your active Twilio number.
- Confirm that Callback URLs are correctly configured in Twilio.
- Finally, go to My Preferences in the Vtiger CRM and add your Twilio extension number under Phone Preferences.