With Upsales Phone you can make calls from within Upsales. It's done by connecting a phone service provider such as Telavox or 3frontOffice.

This article covers:

• Administrators: How to connect a phone provider
• Users: How to activate Upsales Phone
• How to make a call with Upsales Phone
• How to view phone calls

Supported Phone providers

• Telavox
• 3frontOffice

Administrators: How to connect a phone provider

1. Click App Directory:
   
   
   
   
2. Locate your preferred phone service, either by scrolling or clicking the Search bar and choosing Phone services 
   
   
   
   
3. Click Activate 
4. Configure the app 
5. Ask your individual users to follow the instructions below to activate and connect their own account

Users: How to activate Upsales Phone 

1. Make sure your Administrator has completed the steps above
2. Click Settings → My profile 
3. Click your phone app provider:
   
   
   
   
4. Click Activate
5. Add your user credentials 
6. Click Save
7. Congratulations, Upsales Phone is good to go!

How to make a call with Upsales Phone

• Select a phone number anywhere in Upsales (for example, Leads, Companies, Orders)
• The soft phone window opens:
  
  
• After the call has connected, you can link the following options to a contact:
  
  
• Activities = create new activity
• Appointment = create new appointment
• Opportunities = create new opportunity
• Sales = create a new sale
• Send email = create new message

After the call is completed, similar options are available:

• Call again = call same contact
• Activities to create new activity
• Appointment to create new appointment
• Opportunities to create new opportunity
• Sales to create new sale
• Send email to create new mail message
• Go to contact to open Contact screen
• Show call list to view My Phone Calls screen

How to view phone calls 

1. Click Sales & CRM → Calls:
   
   
   
   
2. Select Phone calls.
3. You can now work with your list

Calls to contacts can also be recorded and listened to. Open a contact's activities screen, click the Phone calls list, and select the audio file.

How to view phone call reports in Upsales Insights

1. Click Analytics → Upsales Insights:
   
   
   
   
2. Select the Telephone Dashboard from the Dashboards drop down list.
3. The dashboard gives you data on:

• Calls made by location
• Calls made by sales reps. The chart also shows the total number of minutes per sales rep, the number of appointments booked, the pickup-to-call percentage and the call-leading-to-meeting percentage.
• Calls by job title. Toggle the legend at the bottom of the chart to view calls by number of calls or number of minutes/hours.