You will only need to type in your phone number once. ToutApp will remember your phone number for all future calls.
You will only need to check use local presence and record the call for your first call. ToutApp will remember whichever settings you prefer to use for all future calls.
If you want ToutApp to automatically create a call activity in salesforce, check out this article.
You can call from the Live Feed in Gmail/Outlook & In ToutApp. You can also call from Command Center in ToutApp (Call & Make a Call Buttons and directly from any contact in ToutApp.
You can call from Niko, but we do not support call recording or local presence from here yet.
From Command Center you can use your “call list” from the sent tab.
Once you hit call or make a call, ToutApp will pull in your lead/contacts phone number from Salesforce or will pull in the phone number on the account record if there is no phone number in the Salesforce for your lead/ contact.
For teams using other CRMS, ToutApp will pull the phone number from the number on record in ToutApp. This data can easily be available through a CSV upload.
Hit The big green Call. Your phone will then start ringing. Pick up your phone and ToutApp will automatically call the lead/contact.