To start accepting and making calls,
- Click the VoIP icon on the top of the page. The VoIP client opens in a new window.
- Choose the Online status next to your name.
The Browser option is selected by default, and currently, it is the only available option in the drop-down list, so you don't need to do anything else. Now you are ready to accept incoming calls.
If you receive an incoming call, you can Answer or Reject it using the corresponding buttons within the VoIP window.
If a person whose phone number is stored in your CRM customer base calls you, the contact name is displayed in this window. You can click it to open the customer profile in a new browser tab and easily find all the necessary information about the client that can be useful during the phone conversation.
To end the call, click the Disconnect button.
The button in the VoIP window allows to view the list of missed calls during the current session. If you want to call back to the person who called you, move the mouse cursor over the missed call icon in the list so that it turns into the icon and click it.
The operators who have been granted sufficient permissions can make outgoing calls. To make a call,
- Click the button to open the dial pad.
- Click the icon to open the list of all existing CRM contacts. To facilitate searching for a contact, you can enter the contact name, entirely or partially, in the search field above the contact list. Select the necessary CRM contact from the list.
Alternatively, you can just click the necessary contact's phone number in the complete list of Companies/Persons on the Contacts tab. Currently, you cannot call a contact from his/her profile page.
The selected contact phone number will be displayed in the corresponding field.
If the contact profile contains several phone numbers (mobile, work, home), click the arrow in the right part of the phone number field to choose the necessary number. To remove the number, click the icon.
To call to the number that is not stored in your customer base, select the country code from the list and enter the phone number using the keypad or your PC keyboard.
- Click the Call button.
If you call a contact stored in the CRM module, the link to the contact profile is displayed in this window, so that you can open the profile in a new browser tab.