The "GoTo Connect Click To Call" extension will enhance your SuiteCRM features by providing an easier and faster way to communicate with your clients. Efficiently make outgoing calls, receive incoming calls, and refer back to your call history log right in SuiteCRM.
User Guide
INTRODUCTION
Now SuiteCRM users can quickly follow up with customers using the "GoTo Connect Click to Call" integration. Enjoy convenient features to make outgoing calls, receive incoming calls, and get automatic call logs to reference later. Enjoy convenient features to make outgoing calls, receive incoming calls, and get automatic call logs to reference later.
Key Features
Users can make calls from List View or Detail View of the Account, Contact, and Lead modules Calls will automatically get logged Relationships will automatically get loaded with the record in the subpanel Users can make calls by entering the phone number in the Quick Dial, located at bottom of each page in SuiteCRM.
How it Works
GoTo Connect Click to Call is a leading social collaboration tool that connects team members, upper management personnel, and other relevant parties in the corporate environment. GoTo Connect Click to Call provides unprecedented insight into how your people are collaborating. Examine everything from overall community growth to each employee's personal analytics to determine what's working and make smarter decisions. GoTo Connect Click to Call is the best Interactive Intranet platform for business dealing. Wherever you are in the world you can easily access and deploy as your own.
Go to your profile and enter the GoTo Connect Click to Call Extension number and save the profile.
After saving the profile, click on GoTo Connect Click to Call Auth. It will redirect you to the redirect URL you have passed in the GoTo Connect Click to Call Configuration Setting. This link will generate a token for each user.
Now all your settings are completed and you are ready to make calls.
Calls can be made from List View or Detail View of the Accounts, Contacts, and Leads modules. What is click to call? With click-to-call, you can make a call to another individual in real-time by clicking a button without actually dialing the number.
Call popup with call direction, name, and number of the caller.
After saving a note, another popup will automatically open asking if you want to go to edit the form of the logged call. Using this feature, the user can add more details for a call simultaneously after the call gets disconnected.
All completed calls will be logged automatically in the history of the parent record. You can have a view of all the call records and their history. Such as date, date created, user, status.
Detail View of the logged call with all the details. Start and end time of call, duration, direction, status, parent module, parent record, and note added in call popup.
The top 5 benefits of GoTo Connect Click to Call
Improve customer segmentation and engagement. It's important to target the right customer at the right time. ... Gather more customer journey data. ... Increase customer engagement & conversions. ... Provide superior service by going beyond voice. ... Save money and increase return.
Here is the complete overview of this plugin
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