To Enable Skype calling from within Salesboom:
You can set up your Salesboom account to make any phone number
within the system a link to skype with a few easy steps. You have
to have the Skype program installed on your computer for this
feature to work.
To enable your organization to make Skype calls from within Salesboom,
you must first have enable Skype as the call type in your personal
settings. Go to Control Panel -> Personal Settings -> Calling
Preferences and select Skype as your calling preference.
After that, every phone number you add into Salesboom will be
turned into a link that, when clicked, will launch a Skype call
to that phone number. Simply click the phone number link on a
Lead, Contact or Account and, without a page refresh, you will
be able to launch a Skype call. Or, if the phone number is not
formatted properly, you can edit the phone number to make it conform
to the Skype phone number and then make the call, again, without
a page refresh.
Requirements and Restrictions:
- Available in: Solo, Team, Professional, and Enterprise Editions
- No special user permissions required; available to all user
types, all editions.
- Requires Internet Explorer V6.0 or greater.
- You must have installed Skype and have the required features
added to your Skype account to enable calling out using Skype.
If you can’t call out using Skype when you’re not
in Salesboom, then you definitely won’t be able to call
out using with Skye from within Salesboom. Your problem is that
your Skype account isn’t set up properly and only Skype
can resolve this issue for you.
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