Click to call is a sub feature of Insellerate’s phone system supported by Ytel. Using click to call, a user within an org 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, the specific permissions are required (Visit Permissions for more details)

1. Perform an outbound call

• All inflow status sections contain hyperlinked numbers for the leads

  • The phone 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 except My pipeline and My Reports contains popups with lead details

  • Within the lead details pop ups, the phone number column is displayed with a hyperlink

  • Clicking on the hyperlinked numbers will start a call

• This hyperlinked number is displayed only if the org has Lead history link permission in superadmin

• Phone icon within an application

  • Any phone field with the phone icon beside it can be used for calling the number

• Calls can be placed via the Phone action tool on the right side of inflow

  • 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 to that phone number.

  • Such calls are called outbound calls which are routed from Insellerate to any of the borrower’s phone numbers

• All call attempts will be listed under Lead History and Call Activity

2. Route that any outbound call takes from Insellerate

• Call is first placed to the agent’s work phone number from a Ytel number purchased for the org and 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 connected to the borrower or never answers the call