How to configure Click to Call

Calling your contacts is an integral part of your sales process. To help you save time and reduce clicks when dialing, you can now set up Click to Call. Once Click to Call is configured you will be able to click on any phone number in OnePageCRM and have it trigger a call via your chosen call / VOIP provider.

In this article learn how to:
Configure Click to Call	Make a call with Click to Call
Configure a different text message handler

How to configure Click to Call

Go to your User / Profile icon (top right) → Apps and Integrations.

Click Call and Message under Communication Apps.

Under Configuration → select your preferred call handler from the drop-down.
You have the option to choose one of the following:

"tel:" handler
"callto:" handler
Skype handler - You must have the international dialing code (country code) before your contact's phone number: e.g. +123 123 1234 (US) or +44 20 12345678 (UK). It also works if the contact has a Skype ID - e.g. Jill2010.
Facetime handler
"sip:" handler
Custom - Here you'll need to insert your call service provider protocol syntax. To get this please contact your call service provider.

Click Save.

How to make a call with Click to Call

Click your contact's phone number. The + Call option will open automatically.

Edit phone number if required → click on Call beside the contact phone number to make the call.

Your default call app will open to complete the call.

Configure a different text message handler

Go to your User / Profile icon (top right) → Apps and Integrations → under Communication Apps click on Call and Message.

Under Configuration, go to Select your preferred text message handler → Choose Custom from the dropdown options.

Insert your text message service provider protocol syntax. To get this please contact your text service provider. → Hit Save.

Notes:

The browser and operating system settings can dictate the app that will be launched once you click on a phone number. For example, Google Chrome will launch Skype, while Mozilla Firefox will offer you a choice of the recognized calling apps installed on your operating system.

How to configure Click to Call