Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access - The Dialer
icononly appears after you have connected as an Agent and allows you to place outbound calls.
Please noteHowever,
however, thatyou should never use this function to directly dial a Customer or Lead. These calls should always be initiated using the "Start Call" icon inside the Lead or Customer card.
Step 1 - Access & Location
- Click
(A) Dialer - In the agent bar, click to open the Dialer
(A). Choose.
Location
- (B) Location dropdown - Click to access the location you wish to call from(B).
Step 2 - Enter Number
KeypadCall Details - The People and Locations features are only available while the Phonebook is active.
- (C) Keypad - Allows you to enter numbers manually as you would a normal phone. Keypad image shown in Step 1.Phonebook
- (D) Phonebook - Clicking opens (saved) Locations (E) or (saved) People (F) for more convenient calling to frequent contacts.
Step 3 - Connect Call
- accesses convenient calling options.
- (E) Locations - One-click, calling option saved locations.
- (F) People - One-click, calling option for saved contacts.
Place Call - This becomes clickable once you've entered a valid number. The call will be automatically placed once you click a saved location or person.
- (G) Phone - Click the phone icon to place your call.
Note: This becomes clickable once Step 1 and Step 2 have been completed.
- a call if you manually entered a number.
