How to activate click-to-call for the Phone Dialer in AMS+

Overview

This article explains how to turn on click-to-call in AMS+. When enabled, you can launch the Phone Dialer by selecting a phone number on Sales Records, Agent Records, or Individual Records.

IN THIS ARTICLE

Turn on click-to-call

Note: You must belong to a Security Group with the ‘Sales Enablement Visible’ and ‘Manage Users’ permissions to access these settings.

Go to My Agency Settings.

Find and open the Phone Dialer & Call Queues setting.

On the Click-To-Call tab, check the Activate Call Recording checkbox.

We recommend also turning call recording on if you want to record all inbound and outbound calls.

Save

The Phone Dialer will now launch when you click phone numbers on Sales Records, Individual Records, and Agent Records.