Click to call Call is a sub feature subfeature of Insellerate’s phone system supported by Ytel. Using click to call, a user within an org organization can place an outbound call to the borrower’s mobile/home/work phone numbers and receive inbound calls from borrowers. To use the click Click to call Call feature, the specific permissions are required (Visit Permissions for more details)
1. Perform an outbound call
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. See the Permissions Master Document for details.
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Perform an Outbound Call
Hyperlinked Phone Numbers
All inFlow status sections contain hyperlinked numbers for the leads.
The phone number displayed in the phone Phone column is the mobile phone number of the lead.
An empty phone Phone column means no mobile phone number is populated for the lead.
All reports except My pipeline Pipeline and My Reports contains contain popups with lead details.
Within the lead details pop ups Lead Details popups, the phone number Phone Number column is displayed with a hyperlink.
Clicking on the hyperlinked numbers will start starts a call
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This hyperlinked number is displayed only if the org organization has Lead history link History Link permission in superadminSuperadmin.
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Phone
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Icon within an
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Application
Any
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Phone field with the phone icon beside it can be used for calling the number
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Phone Action Tool
Calls can be placed via the Phone action tool on the right side of inflowinFlow.
Clicking on the Phone icon will display the list of all the phone numbers populated in the lead’s details.
User can click on any of the numbers to start calling process.
Such calls are called outbound calls which are routed from Insellerate to any of the borrower’s phone numbers.
All call attempts will be are listed under Lead History and Call Activity.
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Outbound
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Call Route from Insellerate
Call The call is first placed to the agent’s work phone number from a Ytel number purchased for the org and organization. It is then routed to the borrower’s number being called.
Once a call has started, there is no way to end it unless the agent hangs up before he is being connected to the borrower or never answers the call.