Click-to-Call allows you to make phone calls by simply clicking on any phone number in Upsales Web platform. When clicking on a phone number it will be sent as a notification to Upsales Mobile App on your phone.
This article covers:
Related articles:
- Working with Reminders and Notifications (Turning certain notifications on/off in mobile)
Download Upsales Mobile app
Activate Click-to-Call
- First, make sure you've installed the latest version of the Upsales Mobile app for iOS Or Android.
- On your phone, allow notifications from the Upsales app
- Log in to Upsales Mobile app
- Log in with the same user credentials to Upsales Web
- Click Profile → Settings:
- Click My Profile in the sidebar:
- Scroll down to and locate Send calls to my Upsales mobile app:
- Click the toggle to activate Click-to-call. If your profile has no mobile number yet, add it under First, add your mobile number and click Save:
- That's it! Just make sure you're logged into the same account in the Upsales mobile app on your phone.
- To make sure everything works, you can send a test notification to your mobile phone by clicking Send notification:
- A notification should appear on your mobile phone. If not, make sure Upsales Mobile app is installed and that notifications are turned ON.
Using Click-to-Call
The Click-to-Call feature works on all phone numbers in Upsales Web platform.
- Click on any phone number in Upsales Web platform.
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Android: A notification appears on your mobile phone asking if you want to call or send a SMS:
iOS: A notification appears on your mobile phone, click on it to initiate the phone call:
On accounts upgraded to Tasks, the Click-to-call card has a second toggle: Automatically open call drawer with prefilled info. With it on, clicking a phone number in a list, in a company's contacts, on an order or on a ticket also opens Plan a call with the company, contact and the current date and time filled in, so you can log the call.
Troubleshooting
I can't find or turn on Click-to-Call in My Profile
If a phone app (like Telavox or 3Växel) is active on your Upsales account, the Click-to-call toggle is greyed out and the card shows Please disable all soft phone apps to activate this feature. Phone numbers you click are then handled by the phone app. To use Click-to-Call, deactivate the phone app first.
Users with access to Customer Support only, without CRM access, don't have Click-to-Call. The card does not appear in their profile.
I'm not receiving the notifications in my mobile app
- Make sure you have the Upsales app installed on your smartphone
- Make sure you are logged in with the same user in your Upsales mobile app
- Make sure notifications you've turned ON notifications, on your mobile phone
- Make sure the Upsales mobile app is allowed to send notifications on your mobile phone.
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Android: Make sure the Upsales mobile app is allowed to display messages over other apps. Find this setting in Notifications settings, or locate Upsales app in Apps settings to allow Display over other apps.