Issue

Users can experience situations when they cannot see Click2Call in their CRM, and there are several ways to troubleshoot them.

Possible Causes and Solutions

Take the following steps to investigate why Click2Call is unavailable in your CRM:

1. Ensure you followed the instructions on setting up Click2Call on the Click2Call - Getting Started page.
2. Make sure you whitelisted your CRM IP (or any IP from which the requests will come). Please refer to the PBX IP ACL Settings article to learn how to whitelist your IPs for Click2Call.

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NOTE

You can also check the Integration Challenges with CRM Systems article for more information on how to troubleshoot the issues with integrating CommPeak Cloud PBX with Customer Relationship Management (CRM) systems.