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.