Before you buy a phone number:
You need to enable the built-in phone by requesting for one. To do so:
- Login to Freshsales as an administrator.
- Go to Admin Settings > Email and Phone > Phone Settings.
- Click Request for Phone button.
4. Your request will be taken care of within 2 business days by the Freshsales support team.
To buy a phone number:
Once your built-in phone feature is enabled, you need to purchase phone numbers to make and receive calls in Freshsales.
Here’s how you do it,
- Login to Freshsales as an administrator.
- Go to Admin Settings > Email and Phone > Phone Settings.
- Click Buy number.
- You can choose to buy a Local number in your country and charge customers when they call or buy a Toll-free number and bear incoming call charges. Select one of the two tabs.
Local number
- Local numbers are currently available in 43 countries.
- Select the country and the corresponding state (in case of US) where you want your local number to be available in.
- You can also use the search box on the right to find numbers that have specific digits.
- Choose a number from the list of numbers displayed in the results and click Buy.
- A confirmation dialog box with the cost of the number appears. Click Buy to complete the purchase.
Note: Some countries, have additional requirements (valid address) and documents that you’d need to submit to purchase a number. |
Toll-free number
- Purchase your dial-in toll free numbers from any one of these 4 countries - The United States of America, The United Kingdom, Canada and Australia.
- Select the country and the extension of the toll-free number that you like to use.
- Use the search box to find numbers with specific digits.
- Choose a number from the list of numbers displayed in the results and click Buy.
- A confirmation dialog box with the cost of the number appears. Click Buy to complete the purchase.
After buying the phone number:
The Make a call button seen on the Quick Actions Bar is used to make a call from anywhere in Freshsales.
Check if it is enabled,
If not, you need to configure your phone settings:
1. Go to Admin Settings > Email and Phone > Phone Settings. The list of all the purchased numbers appears.
2.Check if you have selected a user/territory in the 'Assign to' dropdown.
Ex: Say you manage business in three different countries. Each country would be managed by a specific group of sales agents. The 'Assign to' dropdown, lets you assign all sales agents of a single territory a specific number.
Once this widget appears, your built-in phone is active. Go ahead and make calls.