Telephony: initial settingsUser extensions. Connecting providers
For telephony settings, go to Main menu — Settings — Integrations — Тelephony.
1. Enable outbound calls:
2. Ask your telephony provider for SIP communication parameters and add them to the CRM. Read more about how to connect your provider.
3. Add short numbers for users:
You can also connect a physical SIP phone or a softphone here:
4. Add the outbound phone numbers to be identified when calling from the CRM:
Select a connection and enter its number in the international format:
Add users who will call from this phone number:
or enable this option in their user profiles:
or do it through HR panel:
You must also see:
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