V6.2.0 - AirCall Integration & Optimization of Clients & Leads Details Page
Learn about all the details of all our recent CRM updates here.
Released Date - 23 Mar 2023
Our latest release includes a seamless integration of AirCall with our CRM. AirCall is a cloud-based phone system and call center that makes phone support a breeze. Now, you can effortlessly call your clients directly from the CRM and provide real-time support to address any issues they may have, thereby strengthening your customer relationships. Additionally, we've made optimizations to the Clients & Leads Details Page, presenting you with a comprehensive overview of all your clients' and leads' activities in one convenient location. This update is designed to enhance your experience and streamline your workflow, enabling you to provide exceptional customer service.
AirCall Integration
1) Marketplace Installation & Permissions
Go to Marketplace and click “Obtain”.
You will be redirected to a page providing you with a brief background on AirCall. Click “Obtain” to proceed with installation.
2) AirCall Account Registration
You will receive an email address with a link to verify your account.
Once you have confirmed your password, you will be logged into your AirCall account.
3) Setting Up AirCall on CRM
Navigate to Settings > Call Settings > Air Call on CRM.
Click “Create”.
4) Calling Your Clients & Leads
Once AirCall setup has been completed, you will be able to call your clients directly from the CRM.
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.
Similarly, on the Tickets module, you will be able to call your clients directly from the CRM portal by clicking onto the “Call” icon.
5) Call Records
All calls are recorded on the CRM.
Once a call has ended, the call details will be reflected accordingly:
Clients Page & Leads Page
Outgoing and Incoming calls will be recorded.
Tickets Page
Optimization of Clients & Leads Details Page
1) Permissions
Additional permissions have been added for Clients & Leads Page.
Clients Page
Read Admin Activities - this allows users to view all admin activities for clients
Read Client Activities - this allows users to view client activities for clients
Leads Page
Read Admin Activities - this allows users to view all admin activities for leads.
2) Admin Activities
Admin Activities have been added to both Client & Lead Details page.
You can now view all admin activities done in relation to a particular client or lead.
Admin Activities include the following:
3) Client Activities
Client Activities have been added to the Clients Details Page.
You can now view all activities of your clients here.
Client Activities include the following:
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