The "Click to Call" feature in Wealthbox enables users to initiate phone calls directly from the CRM interface. By clicking on a contact's phone number, the system can launch a call using integrated VoIP services or compatible phone applications. This functionality streamlines the calling process, reducing the need to manually dial numbers and allowing for more efficient communication with clients.
How to enable Click-To-Call
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Go to “Applications” by clicking the three vertical dots in the upper right corner of Wealthbox.
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Click “Settings” to the right of “Click-to-Call”.
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Fill in your phone number and extension if applicable under “Click-to-Call Integrations” and click “Verify.”
You will receive an automated phone call from us; simply follow the prompts within Wealthbox to complete the verification process. When the verification has been completed, you will see your number with a green checkmark and “Verified”.
Note: The Wealthbox Click-to-Call feature currently only supports one number being used at a time.
How does Click-To-Call work?
Once enabled, you should be able to click the phone icon next to a contact's number, select "place call," and the phone with the assigned number listed on your user profile will ring. Upon answering, you will be prompted to press 1 to connect the call. At that point, the call will be placed to the contact.
The number called to make calls is the number listed on the user's Wealthbox profile. You can verify the number by clicking the three dots in the upper right-hand corner > Settings > Profile > Phone Number.
The number that is verified under the click-to-call setup is used for caller ID purposes and will display to clients when you call them, even though you will be calling using your cell phone. You will need to list your cell phone number under your profile and then use your desk phone under the Click-To-Call setup for verification.
Common Questions
Q: Can the Click-to-call feature manage inbound calls?
A: Currently, it is not possible in Wealthbox to automatically log an inbound call. We would recommend creating a note for the call on the contact record. You can also add a tag on the note for a "Call" as well.
Q: What is displayed for the caller ID when making calls using Click-to-call?
A: The number that is verified under the click-to-call setup is used for caller ID purposes and will display to clients.