Application

1. Once AirCall setup has been completed, you will be able to call your clients directly from the CRM.

2. On the Clients & Leads page, there will be a “call” icon beside “Phone Number”. You will only see the call icon if “Phone Number” is a visible column in your report.

   

   

3. Similarly, on the Tickets module, you will be able to call your clients directly from the CRM portal by clicking onto the “Call” icon.

   

4. When you click onto the “Call” icon, you will need to login to your AirCall account.

5. Select the language preferred and click “Next”.

6. A number pad will appear and the client / lead’s phone number will be entered automatically by default.

7. Click “Call” to call the client / lead.