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Using The Click to Call Feature

With Yesware’s Click to Call feature, you can seamlessly place calls from your inbox with just one click. Yesware calls you and dials your prospect so you don’t need to. After, a record of the call and discussion notes automatically sync to Salesforce.  Click to Call is a feature available to Enterprise tier accounts.

Here’s how Click-to-Call makes calling easier (and faster):

    • You spend less time looking up numbers and dialing buttons
    • Your calls are more efficient—from setup through hangup
    • You follow up immediately after an email open, click, or reply,  saving yourself hours per week

Not a Yesware user yet? Download a free trial to start making calls from your inbox.

How It Works

You start a call by clicking on the Yesware Dashboard and selecting “Call” next to the email under Tracking.  You can also initiate a call from the Salesforce Sidebar.

We’ll search for any contacts or phone numbers associated with the prospect’s email address in Salesforce.  If there is no record found or if you’d like to use an alternative phone number, you can enter a number in the box provided and click “Call”.

From there, you will be asked to provide your telephone number.  This is the phone line that the call will occur on and the number that the recipient will see.

Click to Call Entering Number

Once you enter the number, we will provide a verification code. We will call your phone and you will be asked to enter the verification code.  Once you have done so, you’ll be directed to the recipient’s phone number to proceed with the call.

Click To Call Verification

We will only ask you to verify your phone number once.  For all future calls, we will call your phone number directly and after you pick up, we will call your recipient. The recipient sees the phone number that you entered and verified prior to the phone call.

In the call screen, you can make notes and create new tasks to be associated with the recipient. Once finished, the call record will be logged to Salesforce.

Click to Call Interface

If you’d like to change the phone number associated with your Yesware account, click on any Click to Call number in the Sidebar. Next to your current number, there’s an option to reset your phone number.

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Have a question that wasn’t covered in any of the above? Feel free to view our FAQ and submit a question through our Help Center. We’re here to help and we’d love to hear from you!