To activate the option, Navigate to Main Settings in your Account--> Calls section--> Toggle On the Plugin dialer.
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Note: Please ensure the Klenty Plugin is installed and logged in and the Salesforce is connected to your Klenty Account.
In Salesforce,
When you open Leads/Contacts/ Accounts as an overview, the Klenty dialer icon shows up next to the Phone number.
Clicking on it, will open up the Klenty dialer as a pop-up to make calls from Salesforce.
After the call, the call details will be synced to the Prospect's activity history as well Calls completion section.
The one-off calls can be initiated by opening the floating dialer icon on the left.
Instead of the dialler opening within the Salesforce window, it might open in a new tab. It would mostly happen in MAC devices. It is observed when the browser is kept in full-screen mode.
It seems that occasionally, the calls will be saved as one-off calls in Klenty, that might prevent the data from syncing to the correct prospect. This might occur if you have previously connected a different CRM account in Klenty. We recommend reaching out to support to rectify this issue.
The icon will be accessible from the overview section rather than when you open an individual Lead/Contact/Account.
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