Simple click on the XLite icon on your desktop and the dial pad will appear.Ģ. The X-Lite softphone will do the click to call for you.Ĭalling on your softphone when you are not in your CRM account or do not have a contact record to use Click2Call feature.ġ. Click on the phone number of the contact you wish to call on their business card.Ĥ. Now call a contact from their record inside your CRM account using the click2call that will connect your softphone.ģ. To find out more about this please read below:
You are now ready to use Click2Call so that when you click on a phone number or mobile number inside a contact record your Softphone will be activated and will dial the number. Enter the digits of the Extension number in the Click2Call box and click on Update Settings to save.Ĩ. Here you will see the Click2Call field as shown below:ħ. Now click on the Settings icon along the menu bar:Ħ. Note the Extension number of your line as this is the number you need to set up on the Click2Call.ĥ. Click on the Configure button next to the VoIP line:Ĥ. Here you will see a summary of your VoIP line(s). Go to Phone section along the menu bar:ģ. You must activate the Click2Call feature inside your CRM account - to do this please follow the instructions below:ġ. This will dial the number and your call will be connected when the person answers. Now click on the green phone icon to make the call - as shown below: Just click on the keypad numbers with your mouse and click on the green phone icon to dial a number.