Important Note: Before making a call, ensure you have set your Geographic Permissions. You can do this by clicking here for more information.
Step 1: Navigate to Lead Manager
1. Open NanzaCRM and navigate to Lead manager:
2. Open NanzaCRM and navigate to Setup:
- Go to: Setup → Settings → Lead Manager → Twilio Voice Call.
Step 2: Configure Twilio Settings
In the Twilio Voice Call settings, enter the following information:
- 1- Account SID:
- 2- Auth Token:
- 3- Twilio Phone Number: Ensure no spaces are used in the phone number. The correct format is:
+1123456789. - 4- Twiml App SID:
Step 3: Retrieve Twilio Account Details
1. Log in to your Twilio Account Dashboard.
2. Find the following details:
- Account SID
- Auth Token
Step 4: Find Your Twilio Phone Number
1. Log in to your Twilio account and navigate to your phone numbers: Twilio Phone Numbers.
2. Go to Phone Numbers → Manage → Active Numbers to find your Twilio number.
