Calling and logging calls with iOS

What's my plan?

The Sell mobile app for iOS enables you to manage your leads, contacts, and deals on the go.

Sell Voice Integration is available on all plans, and every account comes with an allowance of free calls. You need to have Sell Voice set up in your account to make a call.

This article contains the following topics:

• Enabling permissions
• Making a call
• Logging a call

Enabling permissions

Before you start making calls, you must first enable Voice and microphone permissions on your device.

To enable permissions

1. Enable Sell Voice, see Enabling Sell Voice.
2. On your mobile device, Tap Settings > Voice and Text.

   

3. In Voice and Text, toggle Sell Voice to "on".

   

Making a call

In Sell, you have several options to make a call.

To make a call

1. Tap the Leads or Contacts icon.
2. Tap the lead or contact you'd like to call and tap their phone number.
3. Choose a call option. Options include:

• Call with Sell: use the calling capability directly within Sell
• Show Call Scripts: view a call script while calling
• Call with phone: use your phone directly to call
• Send Message: text your contact
• Log a Call: register that you've made a call and add some notes

Logging a call

Logging a call is very straightforward.

To log a call

1. Tap the lead or contact you want to call.
2. Tap their phone number, then from the list of options, tap Log a Call.
3. Choose the outcome of your call, then add any relevant notes.
4. Tap Save.

Logged calls are displayed on the Activity Feed of the Lead, Contact, or Deal that you've logged it against.