Calling straight from the CRM
t
tjoseph@advantagesms.com
We should be able to connect our cell phone to the CRM. When we see a task, simply hit a bottom to call them and it connects to our phone. After we hang up it logs the call and allows us to log notes so we have all our conversations with clients in one place.
HIGHLVL-I-1195
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Canny AI
Merged in a post:
Ability to call Contacts from mobile device number when using Lead Connector
A
Andrew Madsen
Would love to be able to select to call from your mobile device (iPhone/Android) number via the Lead Connector app. This would be helpful for users who are not A2P approved or would prefer to contact from their mobile number. Would be as easy as allowing the user to select either the Lead Connector or mobile device number to call from! Thank you!
P
Paul Segneri
Or to simply allow the phone number to be copied