To make phone calls using Freshcaller from within the Freshsales mobile app, you will need to install the Freshcaller mobile app from the app store ( iOS / Android ).
The Freshsales mobile app can make calls using Freshcaller only if there is an existing integration between the Freshsales and Freshcaller web applications. If you haven’t already integrated your Freshsales and Freshcaller accounts, refer to this article and integrate the applications.
To learn more about the Freshcaller app and its functionality, read this article.
Logging into your Freshcaller app
Click open the Freshcaller mobile app and use your credentials to log into your account.
Once you are logged into your Freshcaller mobile app, you can start making calls from Freshsales using Freshcaller.
Making calls from Freshsales
To make a call,
Open the Freshsales app on your phone.
Click open a Lead/Contact of your choice.
On the lead landing page, click the icon. This presents you with a choice to choose the number you wish to dial– work number or mobile number.
Click the number you wish to dial. You will be presented with a popup that requests you to choose between your phone dialer or the Freshcaller app to make the call. Click on the checkbox to make Freshcaller your default caller.
Note: To revoke Freshcaller as your default caller and change it back to your phone, go to More > Settings > Select Phone.
Click on the Freshcaller icon. This opens the Freshcaller mobile app screen.
Click the dial icon to initiate a call to the Lead.
To end the call, click End . You will be presented with a call log screen where you can add the outcome of the call and click . This will save the call log and bring it under the activity timeline.