Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to forward incoming calls from AMS+ to a cell phone or another external number using the Phone Dialer. This is useful when stepping away from your computer or when you want to take calls on a different device.
For more on using VoIP features in AMS+, including training and related resources, see this feature overview.
Requirements
- Your agency's AMS+ account must be subscribed to the Elevate package.
- Your agency's AMS+ account must have at least one VoIP phone number. Learn more.
- You must be the sole user assigned to a VoIP phone number and it must be configured for call forwarding. Learn more.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
Turn on call forwarding
Select the Phone icon in the AMS+ header, then choose Start Call Forwarding.
Once call forwarding is turned on:
- The Phone icon will update to show the Call Forwarding icon.
- All inbound calls will be forwarded to the designated number.
Turn off call forwarding
- Select the Call Forwarding icon in the AMS+ header.
- Choose Stop Call Forwarding from the dropdown menu.
Inbound calls will once again route through AMS+ as usual.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To use Phone Dialer features, you must be assigned to a Security Group with the Sales Enablement Visible permission.