Description
Get phone communication features built into your SuiteCRM
Now SuiteCRM users can quickly follow up with customers using the Jive Click to Call integration. 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
Install the package from SuiteCRM module loader.
Once Installation is done, you will be automatically redirected to the License Key page.
Provided link will redirect you to the Jive Configuration page.
After saving the setting do Repair and Rebuild.
Go to your profile and enter the Jive Extension number and save the profile.
Note: All users should have a unique Jive Extension Number.
After saving the profile, click on Jive Auth. It will redirect you to the redirect URL you have passed in the Jive Configuration Setting. This link will generate a token for each user.
Now all your settings are complete and you are ready to make calls.
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