Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access - The Dialer only appears after you have connected as an Agent and allows you to place outbound calls. However, you 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.
(A) Dialer - In the agent bar, click to open the Dialer.
Location
- (B) Location dropdown - Click to access the location you wish to call from.
Call 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.
- (D) Phonebook - Clicking 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 a call if you manually entered a number.
