A guide for admins to configure Inbound calling settings with Jiminny
If your team signs up with our Inbound/SMS features, they will all be assigned a localized Inbound-ready phone number.
If you wish to record or log these calls to your CRM, there are a few items to configure on your Jiminny Organizational settings and in your CRM.
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Inbound Calling Settings
Adding an Inbound Activity Type
To log Inbound calls to your CRM, you'll need to add an Activity Type called "Inbound Call."
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Once that's been added to your CRM, add "Inbound Call" as an Activity Type in your Jiminny Playbooks, and we will begin to auto-log Inbound Calls.
Jiminny Organizational Settings
In your Jiminny Organizational settings, you can configure what options you'd like to turn On, or Off, or Let the Reps decide.
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Inbound Call Recording
All inbound calls will be recorded and transcribed (if your plan includes this).
Inbound Live Coaching
Join an inbound call as a coach and support your team in real time.