What is the Caller ID Functionality for iOS?
The Caller ID functionality for iOS in Sage Sales Management allows you to identify and record telephone interactions directly from your device, without the need to install additional applications. Every call related to contacts registered in Sage Sales Management is synchronised and recorded automatically.
Key Benefits
Automation and Precision
Automatic Logging: The system captures both incoming and outgoing calls, eliminating the need for manual record keeping.
Relevant Information: Each call is associated with important data such as its duration and the linked contact, contributing to an accurate scoring of commercial activity.
Ease of Use
Direct Integration: The functionality is activated via the configuration within the Sage Sales Management application, which simplifies its use and avoids the installation of additional software.
Compatibility: Specifically designed for iOS devices, it guarantees optimal performance on devices running iOS 14 or later.
Configuration
Setting up Caller ID for iOS is intuitive:
From the Sage Sales Management application, navigate to your profile and, within Settings, access Phone calls Identification.
Clicking on the button "Go to device Settings" the device will show you directly the section to active the call identification feature.
Activate Caller ID: Select the option for call synchronisation for iOS devices for Sage Sales Management.
Appropriate Permissions: Ensure you grant the necessary permissions in the iPhone settings for access to contacts and calls.
Automatic Synchronisation: Once configured, each call will be automatically recorded in the CRM, facilitating the tracking and analysis of commercial activity.