ABSS CRM · Settings
Calling
Calling is where you ask for phone calling to be set up for your company and see when it is ready. It shows the setup status and the two numbers your calls use. There is nothing to fill in or switch on here.
- Who it's for
- Admins who set up calling for their team
- Where to find it
- SettingsCalling
- What you need
- The Admin role, and a plan that includes calling
Calling walkthrough
Coming soon
What you can do here
- Ask the ABSS team to set up calling for your company.
- See how far the setup has got.
- See the Caller ID and the SR Number assigned to your company.
- Go to your subscription if your plan does not include calling.
Before you start
There is very little to prepare for this screen.
- The Admin role
- Calling is under Setup & Configurations in Settings. Only admins see it.
- How to open Settings
- Choose the Settings gear icon in the top bar. It opens All settings, where you pick Calling, either on the page or in the menu on the left. Close takes you back to the Dashboard.
- Calling in your plan
- You can request setup only when your plan includes calling. If it does not, the screen tells you so.
Request calling setup
You ask once, and the ABSS team sets up the numbers for your company.
Open Settings → Calling
The screen is titled Calling and has one section, Call module setup. The status reads Not requested.
Choose Request calling setup
A window with the same title asks you to confirm. It tells you that the ABSS team will be notified.
Choose Request
ABSS CRM confirms that your request has been submitted. The status changes to Requested - awaiting setup and Requested on shows the date and time. Cancel closes the window without sending anything.
Note: If your plan does not include calling, the screen shows a message saying so and a Manage Subscription button instead. The button opens Manage subscriptions in Settings, where you can change your plan.
Check the setup status
Come back to this screen to see how far the setup has got and which numbers you have been given.
- Status
- Where the setup stands: Not requested, Requested - awaiting setup, Setup in progress or Enabled.
- Requested on
- The date and time the request was sent. Shown once setup has been requested.
- Caller ID
- The number customers see when your team calls them. It shows Not assigned until the ABSS team sets it.
- SR Number
- The virtual number customers call. Outgoing calls are routed through this number. It shows Not assigned until the ABSS team sets it.
- Request calling setup
- The button at the top of the screen. It shows only while the status is Not requested.
| Status | What it means | What you do |
|---|---|---|
| Not requested | Nobody has asked for calling to be set up yet. | Choose Request calling setup. |
| Requested - awaiting setup | Your request has reached the ABSS team. | Nothing. The button is no longer shown. |
| Setup in progress | The ABSS team is setting up your numbers. | Nothing. |
| Enabled | Calling is ready for your company. | Check that a Caller ID and an SR Number are shown, then start calling. |
See what the setup changes on Calls
Each item on this screen decides something about the calls your team places.
| On this screen | What it changes |
|---|---|
| Status | Calls can be placed only when the status is Enabled. Until then, the Call buttons show a message that calling is not enabled. Calls can still be scheduled. |
| Caller ID | The number the other person sees when your team calls them from ABSS CRM. |
| SR Number | Every outgoing call is routed through it, and calls made to it are saved under Calls as incoming calls. |
| Caller ID or SR Number not assigned | Calls cannot be placed, even when the status is Enabled. |
For the steps to schedule and place a call, see Calls.
Rules to know
The rules behind this screen, in one place.
| Topic | Rule |
|---|---|
| Admin only | Settings → Calling, under Setup & Configurations. Other roles do not see it. |
| Plan | Setup can be requested only when your plan includes calling. |
| One request | Setup is requested once. After that the button is no longer shown. |
| Who completes the setup | The ABSS team. They move the status to Setup in progress and Enabled, and assign the Caller ID and the SR Number. |
| Nothing to edit | The status, the Caller ID and the SR Number are shown for reference. You cannot change them on this screen. |
| Placing calls | Needs the status Enabled, a Caller ID and an SR Number. Each team member also needs their own phone number saved under Phone in Settings → My Profile. |