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)
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 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 listed under Lead History and Call Activity
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