Note for Enhanced Records accounts: This article references the Sales Enablement Visible permission. This does not apply to your account. You can check your account's subscription package on the Subscription page.
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.
For more on VoIP setup, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must be subscribed to the Elevate package.
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Users permissions.
Verify or turn on click-to-call
Note: Click-to-call is enabled by default in AMS+, but you can review or adjust it at any time.
- Go to My Agency Settings.
- Find and open the Phone Dialer & Call Queues setting.
- Select the Click-To-Call tab.
- Check the Activate Click-to-Call checkbox.
We recommend also turning call recording on if you want to record all inbound and outbound calls.
- Select the Save Update button.
When enabled, selecting a phone number on a Sales Record, Individual Record, or Agent Record will launch the Phone Dialer interface.