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Making VOIP calls from Salesmate just got easier!Salesmate now gives you the ability to customize which app you would like to make calls from, making it possible to set up Skype calls or SMS, calls with Lync, calls via Google Voice and many SIP-based phone systems. Note: A user with an administrator profile can do this.
  • To Setup the Calling Configuration: Navigate to the Profile Icon on the top right cornerClick on Setup Head over to Voice & Text categoryClick on Calling Configuration
mceclip0.png Click on Provider to add a provider for example: “Apple”Click on **Syntax **to add syntax for example: “tel:[number]“Each click-to-call option will require the following fields
  • Provider label: This will be shown at the time of initiating calls from the screen for example: “Apple”
  • Syntax: This will be used by Salesmate to call protocols that will be listened to by the browser or installed apps.You can set up multiple click-to-call options from the pageHit Save to store all those options.
mceclip1.png After this, if you hit on any phone number or mobile number in the system then it will give you the option to select your calling choice. mceclip3.png You can check with your SIP/phone vendor for details on how to use their services with browser-based links. However, here are some of the most common syntaxes that might be useful:skype:[number]?call— Skype call skype:[number]?chat— Skype SMS sip:[number]@gateway.com— SIP phone handler (check with your service provider for details)facetime://[number]— Apple FaceTime call tel:[number]— Default phone call handler callto:[number]— Default phone call handler that commonly triggers a Skype call sms:[number]— Default SMS handler
  • knowlarity: Click here for Click-to-Call integration help.
  • Whatsapp: https://web.whatsapp.com/send?phone=[number] Note: This facility only allows you to make calls using the configured app and does not have the facility to record or log calls. If you are looking for features like call logging, call recording, and call transfer please refer to Salesmate Built-in Voice & Text OR Ring Central Integration features.