When logged into your account Head into 'settings' > 'My Staff' > Click the 'Edit' button
Scroll down to 'Call and Voicemail Settings' > Assign a number to the user
In the My Staff tab, click on the edit icon on any of the users with a phone number. Select forward calls to the mobile App
How does it work?
When the checkbox is selected all the calls made to the number will be routed to the mobile app. The mobile app will receive a notification and pick up a call.
Note: You will need to have a valid number in the system in one of the following places: Call forwarding number, User Phone Number, or Company phone number. Inbound calls will only work if one of these three numbers are valid.
Integration with LC Phone:
The CRM utilizes LC Phone, a leading cloud communication platform, to manage inbound calls. This integration allows users to assign a specific inbound LC Phone number to their user profile, centralizing communication and making it more manageable.
User Profile Setup: To start receiving inbound calls, users must first have a phone number assigned to their profile. This is achieved by navigating to the 'Settings' section, selecting 'My Staff', and then editing the user profile. Within the 'Call and Voicemail Settings', users can select the desired inbound LC Phone number to associate with their profile.
Forward Calls to Mobile App: A crucial step in the setup process is checking the box labeled 'forward calls to the mobile app.' This action ensures that all incoming calls to the assigned number are directly routed to the user's mobile device, where they can be answered through The CRM's mobile application.
Enhanced Accessibility: By assigning a phone number to their user profile and enabling call forwarding to the mobile app, users significantly enhance their ability to stay connected with clients and colleagues. This feature is particularly beneficial for professionals who are often away from their desks but still need to maintain high levels of responsiveness and communication.
Compatibility and Support: The CRM's mobile app's inbound calling feature is designed to support both Android and iOS platforms, making it widely accessible to a broad user base. This inclusivity ensures that no matter the device, users can leverage the full capabilities of The CRM's communication features.
Why am I getting two calls?
When an Inbound call is made, the call will be forwarded to the mobile APP via one of these Call forwarding numbers: User Phone Number, or Company phone number.
If I am logged in to more than one device will I get called on all the devices?
Yes, you will get calls simultaneously for up to 10 devices you are logged into. When any of the calls are received the remaining will disconnect automatically
What if I am part of multiple accounts and have inbound calling enabled?
You will only receive calls on the account you switched to last. The app will remember the last account's details and the calls will continue to come in for the last account.
If you switch to an account where inbound calling is not available you won't be getting calls from any other account
What happens when I get two calls and I pick up one?
Calls will be automatically disconnected if one of the simultaneous calls is picked either from the device or natively.
