How do I set it up?

Click to Call is a feature available to Enterprise or Custom tier accounts.  It allows you to initiate a call to a prospect directly from the Yesware Dashboard, make notes, and log the call to Salesforce.

You can start a call by clicking on the Yesware Dashboard and selecting "Call".  We will search for any contacts or phone numbers associated with the prospect's email address in Salesforce.  If there is no record found or if you'd like to use an alternative phone number, you can enter a number in the box provided and click "Call".

From there, you will be asked to provide your telephone number.  This is the phone line that the call will occur on and the number that the recipient will see.  Once you enter this number, we will provide a verification code. We will call your phone and you will be asked to provide the verification code.  Once you have done so, you will be directed to the recipient’s phone number to proceed with the call.

We will only ask you to verify your phone number once.  For all future calls, we will call your phone number directly and once you pick up, we will call your recipient.

In the call screen, you can make notes and create new tasks to be associated with the recipient.  Once finished, you can log the call to Salesforce.

If you’d like to change the phone number associated with your Yesware account, click on any Click to Call number in the Salesforce Sidebar or Events Feed. This will launch the Click to Call window.  Next to your current number at the top, there will be an option to reset your phone number. 

 

 

 

 

 

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