Content Comparison

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Description

Click-to-Call is a subfeature feature of Insellerate’s phone system and is supported by Ytel. Using clickWith Click-to-callCall, a user within an 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-to-Call feature, specific permissions are required. See the /wiki/spaces/INSPT/pages/981434369 for details.

How to Perform an Outbound Call

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Outbound calls can be made by clicking either a hyperlinked telephone numberor atelephone icon. The calls are routed from Insellerate to any of the borrower’s phone numbers. All call attempts will appear in the lead’s Call Activity.

All inFlow status sections contain hyperlinked telephone numbers and telephone icons for the leads.
- Thetelephone icon in the Quick Action Tools
- The phone telephone number displayed in the Phone column is the mobile phone number of the lead.
- An empty Phone column means no mobile phone number is populated for the lead.
All reports
The telephone number in the Record Summary and the telephone icon Action Tools toolbar of the Record Details Panel
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All reports (except My Pipeline and My Reports) contain popups with lead details.
Within
the Leads Details
popups,
popup where the Phone Number column
is displayed with
a
hyperlink.Clicking on the hyperlinked numbers starts a call.
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This hyperlinked number is displayed only if the organization has Lead History Link permission in Superadmin.
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Phone Icon within an Application

Any 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 inFlow.
- Clicking on the Phone icon displays the list of all the phone numbers populated in the lead’s details.
Users can click on any of the numbers to start the calling process.
- Such calls are called outbound calls. They are routed from Insellerate to any of the borrower’s phone numbers.
All call attempts are listed under Lead History and Call Activity.
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hyperlinked telephone number.
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Outbound Call Route from Insellerate