Once you’ve set up the Phone Dialer for your agency’s account, you and other users can make calls from AMS+.
Dialer Requirement: Click-to-Call, DialQ, and Inbound and Outbound Dialer only work in Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari web browsers. For the most seamless and consistent experience, we recommend using Mozilla Firefox or Microsoft Edge.
IN THIS ARTICLE
How to make a call
There are a few ways to make calls from AMS+. If you have click-to-call turned on, you can initiate a call by simply clicking on a phone number in an Agent, Individual, or Sales Record. Refer to this article to learn how to turn on click-to-call.
If you have call queues set up, you can call leads with DialQ. Refer to this article to learn more about calling leads in call queues with DialQ.
Making calls with click-to-dial
Phone numbers on Agent Records are clickable.
Phone numbers on Individual Records are clickable.
Phone numbers on Lead Lists, Sales Records, and the Sales Dashboard are clickable.
Making manual calls
If you need to make a manual call, select the Phone icon in the AMS+ header and choose the ‘Launch Dialer’ option.
The page will refresh and you should see the Phone Dialer interface at the top of your screen.0
Select the ‘DIAL NUMBER’ button and manually enter a phone number. You can also choose from numbers in your phone book. Refer to this article to learn how to add numbers to your phone book.
How to receive a call in AMS+
The Phone Dialer must be active for you to receive calls in AMS+. If your Phone Dialer isn't open at the time you receive an inbound call, it will automatically go to voicemail.
You can receive inbound calls in AMS+ for numbers that you’ve purchased or ported into AMS+.
Here’s what an incoming call looks like in AMS+ if you have the Phone Dialer open:
Note: If a contact exists in AMS+ as a Sales Record and an Individual and you receive an incoming call, the Phone Dialer will always pull up the Sales Record.
Forward calls to your cell
If you’re leaving the office and want your calls sent to the forwarding number, turn on call forwarding before you log out of AMS+. If you stay logged in, calls will first ring on your VoIP number and then your forwarding number. But if you log out, calls will ring on your forwarding number right away.
How to leave a voicemail drop
A voicemail drop is a pre-recorded message that you can leave in someone’s voicemail inbox if you don’t reach them. Refer to this article to learn how to create voicemail recordings and set up voicemail drops.
- When on a call, select the ‘Leave Voicemail’ option.
- Select the pre-recorded voice message you want to use.
- Wait until you hear the “beep,” and then select the ‘DROP’ button.
- To personalize your message before making the drop, simply start speaking after the “beep” and then drop the pre-recorded voice message.
Voicemail drops left for a Sales Record will have a note stamped into it automatically. This note will include the date, time and name of the voicemail drop along with the name of the agent who made the call.