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 leave a voicemail drop during a call using the Phone Dialer in AMS+. A voicemail drop is a pre-recorded message you can leave in someone's voicemail inbox if they don't answer.
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 logged into AMS+ as an Agency User or Agent CRM User.
- You must have at least one voice recording set up and marked as a voicemail drop.
- To create voicemail drop recordings, see How to set up voicemail drops for VoIP in AMS+.
Leave a voicemail drop
- While on a call, select the Leave Voicemail button in the Phone Dialer interface.
- Choose the recording you want to play from the dropdown.
- Wait until you hear the "beep," then select the Drop button.
If you get a "voicemail unsuccessful" message, it usually means the call didn't have enough time to reach voicemail. Try waiting a little longer before ending the call.
- (Optional) To personalize the message, speak after the beep before selecting Drop.
Your voice message will play first, followed by the voicemail drop recording.
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:
- Automatic notes for Sales Records — accounts using Sales Records
- Sales Enablement Visible permission — accounts using Sales Records
Automatic notes for Sales Records
If the voicemail drop is made from a Sales Record, AMS+ will automatically stamp a note into the record.
This note includes:
- The date and time of the voicemail drop
- The name of the voicemail recording used
- The name of the agent who made the call
Sales Enablement Visible permission
To use Phone Dialer features, you must be assigned to a Security Group with the Sales Enablement Visible permission.