Overview
The App is used for automating business communications, using Click-to-Call feature. It helps in effectively and efficiently managing leads in B2B communication. It provides a way to track your lead from end to end, using a sophisticated web-based automatic CRM panel for both inbound and outbound calls. Users can initiate calls by a single click and the call will be received by the customer on their dedicated numbers.
Steps to install the applications:
- Click on the Install app button
- Click on ‘Allow and Install’
- After installation, sign up on the app
- Verify your email and login
- Navigate to ‘Installed apps’ under Marketplace
- Click on ‘View Details’ of Cloudshope app
How to Connect Cloudshope's account:
- Login to the Panel and navigate to ‘Settings’ section
- Click on ‘CRM PLUGIN' Section.
- Install KYLAS Crm Plugin and Click on the setting Icon and Map the Kylas caller user with the Cloudshope's Agent.
- Click ‘Save’
- These users will be stored as owners of the calls that they receive through the IVR
How to Call using Click-to-Call application from Kylas:
- After installing the Cloudshope application and configuring your account
- Login to Kylas Caller application
- Navigate to Kylas Sales CRM
- Navigate to any Lead or Contact listing page or Details page
- Click on the blue color call icon shown with the Lead or Contact's phone number
- The call will be placed
- First call will be transfered to the Lead or contact owner and second call will be transfered to the Lead's number.
- After the call is disconnected, navigate to the Lead or Contact's details page call log section to view the call log