How do I Configure Click to Call with GoTo Connect?

To be able to set up VoIP in SalesNexus with GoTo Connect (formerly known as Jive) you first need to ensure you have an account with GoTo Connect. 

• Head over to the GoTo Connect website to choose a plan and set up an account.
• Once you have your GoTo Connect account, follow the instructions below to configure your Click to Call in SalesNexus

Set up Click to Call with Goto Connect in SalesNexus:

Step 1: Log on to your SalesNexus database

Step 2: Click on Settings (the gear button on the top right portion of the navigation bar); then, click on the "My Settings" button

Step 3: Select "Voip Settings" at the bottom of the page

Step 4: Click on "Jive" in the options that appear; then, click on "Jive Settings" beside it 

Step 5: Fill in the details 

GoTo Connect was formerly known as Jive. Please put in details for your GotTo Connect account. 

Your Jive Client ID will be a set of numbers and letters in the following format:

xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx

Step 6: Click "save".

The process above will need to be followed for each user that needs to make calls using Jive from within SalesNexus.

 

You are now ready to begin using Click to Dial from your SalesNexus database.

Follow the steps below to complete your first call with SalesNexus.

 

Use GoTo Connect to complete your first Click to Call in SalesNexus 

 Step 1: Select a contact you would like to call 

 Step 2: From the contact record, click "call" next to the number you wish to dial

Step 3: GoTo Connect will dial you on your VoIP (computer) phone - answer and select 1 to complete the call 

NOTE:  This requires you to have "Prompt" set to "Yes"

Step 4: GoTo Connect will dial you on your VoIP (computer) phone - answer and select 1 to complete the call

Step 5: The "Log Call with Note" box will open so you may note information regarding the call and SAVE this under the contact's Notes section