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How do you enable the calling app?

Team Salesmate
  • Updated
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In Salesmate, to be able to call out of the app using Salesmate Calling, you will need to activate the Voice app.

Below are the steps to help you with the activation :

  • Log-in to Salesmate as an Administrator
  • Go to Setup

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  • Apps & Add-ons
  • Select Voice

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  • Click on Install (Salesmate Voice & Text)

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  • To activate Voice and Text, you'll need to provide us with following information. Once verified, Salesmate Voice and text will be activated in your account. 

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  • Select Get Started

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  • You will see the Salesmate Voice & Text page with the list of numbers to buy.

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  • Now your calling app is enabled. Click on Buy Phone Number to move ahead with calling
Note: Phone/Calling is an add-on service (pay-per-minute / pay-per-SMS service) to the CRM subscription. Thus you will be paying for a user subscription as well as load calling credits and utilize them towards purchasing the number, calling, and texting.

The next step is to configure calling by "buying a phone number"

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