Calling in Mobile Application Follow

Once you have purchased the number and have enough credits for calling, you can start with Salesmate app calling after the configurations have been done.

Topics Covered:

• Call Settings
• How to make an outgoing call from Salesmate Mobile App
• Calling from your Phonebook calling list in iOS
• How to receive an incoming call on Salesmate Mobile App

Call Settings

 

Follow the steps below to make your Mobile Application ready for calling

Go to Salesmate mobile application:

• Navigate to the left sidebar
• Click on the Three Bar icon
• Go to the Settings

• Go to the Settings

• Select Call Settings

Three configuration options are available to give preferences for calling, you can select options to receive and make calls

• SMS Preference
• Availability Preference
• Calling Preference

SMS Preference

Here, the User can set the SMS Preference for Sending the Messages via,

• Salesmate: A User can choose to send messages using the Salesmate Mobile App
• Cellular Network: A User can choose to send the messages using their Cellular Network

 

Availability Preference

Here the user can set the availability preference for an incoming call.

• Answer call via Mobile app - User will receive calls via your internet data pack or WIFI.
• Answer call via Cellular Network - User will get an incoming call on their cellular network if this option is selected (Call will be directed to the provided number [web app]: My Account >Mobile) from their purchased number, later which it will be patched to the contact
• Do not disturb - No calls will be received on Salesmate mobile applications, however, the user can get calls over the web application.

Default Number

• Select the number through which you can make calls by default
• If you purchased multiple numbers and you want to make one of the numbers to be available by default to make calls, this is the option from where you can do the needful      

Calling Preference

Here the user can set the default preference based on the available network connection of the phone. Users will get the following preference

Outgoing Call Via

• When connected to WIFI
• When connected to Cellular Network

When connected to Wifi 

Here the user can set one of the following preference while the phone is connected to a WIFI network.

• Call via Salesmate (VoIP) - all outgoing calls from the Salesmate application will be made through the VoIP if the WIFI connection is connected, where the user can log through the mobile app
• Call via Salesmate (Bridge) - All outgoing calls from the Salesmate application will be made through the Salesmate bridge if found the wifi network is on where the user can log through the web app
• Call via cellular network - All the outgoing call from the Salesmate app will be made using a cellular network if found the wifi network is on, where the user can log through the mobile app but no recording will be available

When connected to Cellular network

Here users can set one of the following preference while the phone is on the cellular network.

• Call via Salesmate (VoIP) - all outgoing calls from the Salesmate application will be made through the VoIP if the cellular network connection is connected, where the user can log through the mobile app
• Call via Salesmate (Bridge) - All outgoing calls from the Salesmate application will be made through the Salesmate bridge if found the cellular network is on where the user can log through the web app
• Call via cellular network - All the outgoing call from the Salesmate app will be made using a cellular network if found the cellular network is on, where the user can log through the mobile app but no recording will be available

How to make an outgoing call from Salesmate Mobile App

From Quick Add screen on the Dashboard via Dial Pad

• Go to your Salesmate Mobile application
• Click on the + button on the bottom right (Quick Add)

• Select Make call

• In case you have been assigned multiple numbers, you can select the number FROM which you want to make the outgoing calls
• Under TO provide the number you would like to dial out to reach your customer
• By default, Record Call would be selected. In case you don't want the call to be recorded you can deselect the option to record.
• Hit on Calling button and initiate the call, the call will be initiated by their out going call preference

• While the call is being done, the user will get an option to add note with respect to the ongoing conversation

 

• Click on the add note button to mention the notes, the user can also update the note on "call ended" screen

• Click on Save
• The Note will be auto-filled with the following call logging screen
• The user can log the call through an activity, similar to the one in web application

 

• A user can Log calls as :
  • Log as a New Activity - automatically a new activity will be created
  • Log Manually - A New Add Activity screen will be available
  • Don't Log This Call   - The call will be discarded and won't be logged in the activity
  • Log with Existing Activity - the user will get the list of activity to choose from( if there was an activity created for this Contact)

Calling from your Phonebook calling list in iOS

• Click on the Calling Menu
• Select the Contact from the list to make calls
• Long press the calling button to find options to make calls via Salesmate

• Similar options for Notes and Calls will be available with this case too

A user can make calls from any modules wherever calling button or Phone Fields are available, an example of how you can make calls from Contact detail screen

How to receive an incoming call on Salesmate Mobile App

• Availability options in Salesmate mobile applications is in sync with your web applications, changes made in web application would also lead to changes in your availability settings.

"Availability preference"- Answer call via Salesmate app - User will receive calls via your internet data pack or WIFI."

 

• Once the call is Accepted , you will get options to get inside the Salesmate application
• When the phone is locked, you will get the below screen with Salesmate Button
• Once you click on the button you would need to unlock your phone to go into your Salesmate application

 

• Once the phone has been unlocked you will get the below screen, with menu options for recording and adding Notes during the call