If the format is on the side of the staff cabinet, the telephone contact method is How to set up phone integration-Help Center The call will be recorded in the contact card, and you can listen to all conversation records to evaluate the manager's work. When a customer calls you, their name is recognized and the entire communication history is displayed. If no responsible manager is present, another employee will be able to advise clients. Before connecting the phone, you need to choose a provider.

Sign a subscription agreement with the provider, access your personal account, and integrate the service with 2. The integration process of setup and phone is divided into two processes: you need to enter the data in your personal phone account into, and then add the code generated in to your personal account on the phone website. No matter what kind of phone is used, whether it is a computer, a smart phone or a telephone, the call is performed in the same way. This is a system where when a customer clicks a button, the pre-recorded information will be played back to him or redirected to the employee. The phone can use an extension number specified in the integrated settings. However, in order to record and reflect calls correctly, we recommend that you register all short numbers in your personal phone account in the integrated settings of the aspect. If you don’t have enough paying users, you can increase their number by contacting your manager. In addition, short numbers can be assigned to users without access.

Connected does not mean that the integration is fully configured. It only means that you are connected to. In order for the phone to work properly, the integration must be properly configured on both the client and provider side. To do this, follow all the instructions listed in this article. What if the call is connected to the wrong company or contact? If the "Create contact by call" box is checked when setting up the integration, if there is no object with the number in the system, a problem may occur, that is, a new contact will be created instead of attaching the call to an existing contact. This issue occurs if you entered the wrong phone number when creating a contact or company. For example, you provided a number in a format. This format is incorrect. Therefore, when a call comes in, the system will ignore this phone number and create a new contact card with the number in the correct format. Clear the phone field of contacts you created yourself.
Enter the contact's phone number in the correct format. In order for the employee to receive and make calls from the computer, he needs to install a special program-call softphone.

If you have any questions, please contact our support team. If the configuration problem is on the side of the provider, you need to contact their support. His technical support staff is supported by online chat, email or in: login-support. We will answer questions and supplement help with missing information. And we Geralyn shiners will reply immediately when online. 2 Video tutorial: / Help: / Help Question: / 2_ _ Contact the salesperson:. Speak like a leader | Simon Lancaster | TEDxVerona