With our native apps for both iOS and Android, you can easily decide if an incoming call is important by seeing the callers' contact data that is associated with the callers' information in Upsales. Take action by creating new activities, appointments, orders or opportunities directly on the callers' contact information in Upsales.
In order to see the contact (and company) who is calling you, you need to have the contact saved in Upsales with the appropriate phone number format. Upsales attempts to match the originating phone number with all fields on your contact information in Upsales, including the phone and mobile phone fields.
If the registered phone number for the contact isn't in the standard Android/iOS format, the numbers will not match during the incoming phone call.
The following example illustrates how Upsales matches the phone numbers.
Anna is calling from 073 000 00 00.
Here are three scenarios of that do show Anna's contact information in the app:
- If you have added 073 000 00 00 to Anna's contact information, Upsales matches the number and displays Anna's information on your phone screen.
- If you have added +4673 000 00 00 to Anna's contact information, the number will not match because of the additional country code, and Anna's information will not be shown on your phone screen.
- If you have added 004673 000 00 00 to Anna's contact information, the number will not match, and Anna's information will not be shown on your phone screen.
You can make sure that your contact's are displayed by always using the correct phone number format on your contact information.
Get the apps
When installing the Upsales app, it will ask you to give permission to manage your phone calls so that contact information can be shown. If you previously denied permission, you can change this in settings > apps > Upsales > competence > and choose phone.
When installing the Upsales app, iOS will ask you if you want to use Call-ID. On some versions of iOS, you will also need to go to settings > phone > call blocking & identification > and enable the toggle for Upsales.
You also have the call-id settings in the app. You find those by opening the menu to the left and tapping the cog wheel icon.
In those settings, you can choose to turn call-ID on/off, how often you want to sync your contacts and choose if you want to sync the new information with mobile data or not. If you choose not to sync with mobile data, the contacts will only sync when you have a Wi-Fi connection.