Setup Phone System
Setting up the phone system in FSCRM enables you to manage calls, voicemails, and SMS communications directly from your CRM. Follow these steps to configure your phone system.
1. Access the Phone System Settings
Navigate to the “Settings” section on your FSCRM dashboard and select “Phone Numbers” or “Phone System.”
2. Choose a Phone Number
Click on “Add New Number” to choose a phone number. You can select a local, toll-free, or international number depending on your needs.
3. Configure Call Routing
Set up call routing to direct incoming calls to the appropriate person or department. You can create custom call flows, set up voicemail, and configure forwarding options.
4. Set Up SMS Capabilities
Enable SMS capabilities on your selected phone number if you wish to send and receive text messages. Customize automated SMS responses and templates for quick communication.
5. Test the Phone System
Make a test call and send a test SMS to ensure the phone system is functioning as expected. Verify that calls are routed correctly and that SMS messages are received.
6. Monitor and Record Calls
FSCRM allows you to monitor live calls and record them for quality assurance. Ensure these features are enabled if they are part of your operational needs.
7. Save and Finalize
Once the phone system is set up, save your configurations. Your phone system is now integrated with FSCRM and ready to use.
Troubleshooting
If you encounter issues, check that:
- The phone number is correctly configured.
- Call routing and SMS settings are properly set up.
- There are no network issues affecting call quality.