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
- Open Playbooks.
- Click the menu button (XANT logo).
- Click Settings.
- Click Phone.
- Find the Additional Settings section.
- Check the Enable CRM Click-to-Call box.
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
- Open Salesforce.
- Navigate to prospect record.
- Click on any phone number.
- Manage call from Playbooks.
To Use Click-to-Call in Dynamics
- Open Microsoft Dynamics.
- Navigate to prospect record.
- Click on any phone number.
- 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.
