/
Click-to-Call Overview

Click-to-Call Overview

Owned by Romina Chu (Unlicensed)
Last updated: Oct 23, 2024 by Rebecca Kornblum
2 min read

Description

Click-to-Call is a feature of Insellerate’s phone system and is supported by Ytel. With Click-to-Call, 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.

How to Perform an Outbound Call

Outbound calls can be made by clicking either a hyperlinked telephone number or a telephone 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.

    • The telephone icon in the Quick Action Tools

    • The telephone number in the Phone column

    • The telephone number in the Record Summary and the telephone icon Action Tools toolbar of the Record Details Panel

      image-20241022-204850.png
      Hyperlinked telephone number and telephone icon in the Record List Panel



      image-20241022-205240.png
      Hyperlinked telephone number and telephone icons in the Record Details Panel

       

  • All reports (except My Pipeline and My Reports) contain the Leads Details popup where the Phone Number column a hyperlinked telephone number.

    image-20241022-205854.png
    Hyperlinked telephone number in a Leads Details popup window

Outbound Call Route from Insellerate

  • The call is first placed to the agent’s work phone number from a Ytel number purchased for the 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 being connected to the borrower or never answers the call.

  • The Caller ID in the user’s User Profile is the number that the borrower sees when the user makes an outbound call. When the user’s Caller ID is blank on their User Profile page, the Caller ID displays the user’s Insellerate org phone number to the borrower instead. (This is the case when Local Dial Presence is not turned on.) When a user clicks to call in Insellerate, and the Caller ID field is blank, it displays the work number in the User ID to the client.



Related content