CallsPlaybooksUser Guide

Using Click-to-Call

By June 4, 2019August 24th, 2020No Comments

Using Click-to-Call

How to call a prospect outside of a Play

It is possible that you may need to call a prospect outside of your Play cadence, Playbooks provides the ability to conveniently perform ad hoc (one-off) calls directly from your CRM. Enabling Click-to-Call will transform ordinary CRM phone numbers in to clickable links. When you click these links, Playbooks will open and automatically dial the prospect for you.

Enabling Click-to-Call

With this feature, you will be able to click a prospect’s phone number inside your CRM and connect with them via phone through your Playbooks Chrome extension.

To Enable Click-to-Call

  1. Open Playbooks.
  2. Click the menu button (XANT logo).
  3. Click Settings.
  4. Click Phone.
  5. Find the Additional Settings section.
  6. Check the Enable CRM Click-to-Call box.
Note: Disabling this feature removes the hyperlink from phone numbers in your CRM.

Using Click-to-Call

After enabling Click-to-Call, you can easily dial prospects by clicking on their phone numbers in your CRM.

To Use Click-to-Call in Salesforce

  1. Open Salesforce.
  2. Navigate to prospect record.
  3. Click on any phone number.
  4. Manage call from Playbooks.

To Use Click-to-Call in Dynamics

  1. Open Microsoft Dynamics.
  2. Navigate to prospect record.
  3. Click on any phone number.
  4. Manage call from Playbooks.

Though using Click-to-Call may be convenient, Playbooks users often find that making phone calls through a play is the most beneficial because they can plan their approach.

Related Article: Completing a Phone Call Task
Click this message to find out how you can complete a phone call step in a play.

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