To start using the Caller ID feature, please make sure you've enabled Salesforce or Hubspot integration as it's available for users of those CRMs only at the moment. Jump to iOS instructions OR Android instructions.
1. On iOS:
If you would like to use the Caller ID feature that Salestrail provides to you out-of-the-box, you need to make a minor change to Settings in your iPhone. This is because the Caller ID is partly provided by Apple and works in combination with Salestrail.
Step 1: Open Settings from your iPhone
Step 2: Scroll and navigate to Phone
Step 3: Choose Call Blocking & Identification
Step 4: Check that the Check Box next to Salestrail is enabled
Step 5: Restart Salestrail to apply the changes.
Note #1:
If you couldn't find Call Blocking & Identification from the Phone setting, please enable app tracking as follows:
From the phone Settings, navigate to Privacy
Check the box Allow Apps to Request to Track
Note #2:
The Caller ID will be displayed in two different places on your iPhone:
When you receive a call, the Caller ID is shown below the phone number
When you browse Call History, the Caller ID is shown on each call that was identified.
2. On Android:
You can enable Caller ID simply as follows:
Step 1: Open Settings from your Phone
Step 2: Scroll and navigate to Apps
Step 3: Choose Salestrail > navigate to Appear on top
Step 4: Switch it on to allow Salestrail permission.
Step 5: Lastly, check the Caller ID box in the app Settings.
And voila! You're all set!
