![]() ![]() Simple click on the X-Lite icon on your desktop and the dial pad will appear.Ģ. The X-Lite softphone will do the click to call for you.Ĭalling on your softphone when you are not logged into your CRM account or do not have a contact record to use Click2Call feature:ġ. Click on the green phone icon to connect to the call.ħ. At the same time in the top right hand corner of your screen you will see the X-Lite Click2Call appear:Ħ. A Click2Call window will appear as shown in the example below:ĥ. Click on the phone number of the contact you wish to call on their business card.Ĥ. Now call a contact from their record inside you CRM account using the click2call that will connect your softphone.ģ. To find out more about this please read below: You are now ready to use Click2Call so that when you click on a phone number or mobile number inside a contact record your Softphone will be activated and will dial the number. Enter the digits of the Extension number in the Click2Call box and click on Update Settings to save.Ĩ. ![]() Here you will see the Click2Call field as shown below:ħ. Now click on the Settings icon along the menu bar:Ħ. Note the Extension number of your line as this is the number you need to set up on the Click2Call.ĥ. Click on the Configure button next to the VoIP line:Ĥ. Here you will see a summary of your VoIP line(s). ![]() Go to Phone section along the menu bar:ģ. Once you have set up your X-Lite softphone on either a Windows PC or Mac you will then need to activate the Click2Call feature inside your CRM account - to do this please follow the instructions below:ġ. Solution home VoIP - Using 3rd Party Softphones VoIP Softphone - on PC or MAC Using Click2Call with X-Lite Softphone ![]()
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