Call Me is an exclusive feature within Koncert, which is used to connect to the Phone Bridge by having Koncert call your phone, instead of manually entering the access code.
Pre-requisites: Make sure you have selected your default phone number under the Settings » Call Me dropdown.
NOTE: To add a new phone number, select the option ‘Add New Number’ in the Call Me dropdown. You will need to close Click Dialer and reopen it in order for the new phone number to be dialed.
Below you will be shown how to conference into the Phone Bridge using the Call Me feature. This can be achieved in one of the following ways:
Method 1:
- Click on the Call Me icon
next to the Access Code.
- Once you have clicked the
icon, Click Dialer will call your phone. Once you answer your phone, you will be connected to the Phone Bridge.
- After you have successfully conferenced into the Phone Bridge, the Phone Status will turn Green with a checkmark.
Method 2:
You can enable the Call Me feature to conference into the Phone Bridge and immediately call your prospect.
-
In Salesforce find a Contact or Lead you want to call.
- Click the green phone icon
next to the number.
- Once you have clicked the
icon, Click Dialer will call your phone. Once you answer your phone, you will be connected to the Phone Bridge.
- After you have connected to the Phone Bridge, Click Dialer will call this phone number.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.