With Upsales iOS and Android apps, you can view a caller's contact data held in Upsales when they call you.
Android example
This article covers:
Required number formats
For Upsales to identify the person or company calling you, you need to have the contact saved in Upsales.
Numbers need to be saved in the standard Android/iOS format.
Number formatting
Make sure to add a phone number in the correct form, we recommend the first option:
- 00467 000 00 00 (where 0046 is the country code, of Sweden in this case)
We also handle these formats too:
- +4670000000
- 070 000 00 00
- 070-000 00 00
- 0700000000
- (070)-000-00-00
Android users
You'll need the Upsales Call ID app:
During installation, the app requests permission to manage your phone calls:
Previously denied permission? Change this in your device settings. Try looking for apps and permissions.
iOS users
You'll need the Upsales app:
During installation, the app asks if you want to use caller ID. On some versions of iOS, you may need to go to call settings and click the toggle to allow Upsales
You can also find Call-ID settings in the Upsales mobile app:
- Open the menu
- Tap Profile & Settings
- Tap Call ID
In these settings, you can:
- See how to turn on Call-ID on your iPhone (How to enable Call-ID on your iphone)
- Choose how often your contacts are synced under Sync Interval: Automatic, Manual, Daily or Weekly
- Sync your contacts right away with Sync now. A new contact is only identified after a sync, and with Manual contacts are only synced when you tap Sync now.
- Turn Offer to log calls on or off. When it is on, Upsales offers to log the call when you return to the app after calling a contact.
- Tap Open Settings for Cellular Data usage to open the iOS settings for the Upsales app, where you choose whether Upsales can use mobile data.