Learn how to utilize Smart Number outbound calling!
Punchey’s unique customer relationship management tools come with two forms of click-to-call technology: app-based and phone-based calling.
When you view a customer and click the phone icon to call, the call will first be relayed to your Local Destination Number and automatically dial out to add the customer to the call . Your Local Destination can be your direct cell phone or an office line. Your customer will see your Smart Number in their caller ID.
To set up phone-based click-to-call, first navigate from the dashboard to your settings. You’ll then be brought to the following page, where you can input your desired number in the outlined box.
Through app-based click-to-call, your call will transfer directly through your register/desktop, similar to Skype. Your computer will connect you directly to your customer through your Smart Number.
The call will be completely web-based and your customer will still see your Smart Number appear through caller ID. As the call is handled by your computer, you will need either a headset or a speaker and microphone connected.
Choosing between the two:
To select between phone-based and app-based click-to-call, navigate to the arrow at the top right on your home screen, next to your name. You’ll then see the following drop-down menu:
Here, you can toggle between app-based and phone-based calling.
Note: all outbound calls are automatically logged and, depending on your Smart Number settings and state laws, can be recorded.