Once you've purchased Insightly Voice licenses, administrators will need to choose which users will receive them. If a user is not given a license, they will not be able to access the dialer.
When using Insightly Voice, you may encounter these common issues. Try the troubleshooting steps below each issue to solve the problem.
Can't make a call
Make sure that Insightly Voice is online. ...
You can review any of the audio recordings made during Insightly Voice calls in your Phone records. You can enable and disable call recording at any time.
To review your call recordings:
There are several methods of placing calls within Insightly Voice.
To make a call from an existing record:
Open a record that contains a phone number.
Click on a phone number to open Insightly Voi...
To use the dialer, administrators will need to assign phone numbers to their team.
There are two options:
Add personal numbers to Insightly Voice.
Get a phone number right from Insightly.
The Edit Voice Number page enables Insightly Administrators to customize the settings of the numbers agents use when making or receiving calls.
To edit Voice numbers:
Go to System Settings > Voice...
With reports, you can identify all Insightly Voice calls that have been linked to an object.
Go to Reports and select an object and activity report. You can use this for any type of object, but ...
The Call List is an easily accessible list of numbers that are used for making calls using the Insightly Voice Dialer.
The Call List contains any contacts, leads, and organizations you add and can ...
To have the highest quality experience with Voice, you must have the following:
The Chrome or Firefox web browser. Insightly Voice is not supported on other browsers.
A wired headset with a mic. W...
What are custom objects?
Create Custom Objects
How to create a custom object
How to use the related tab on a custom object
Edit Custom Objects
How to edit a custom object