# CRM Phone Usage ### Setting Extension Up in CRM 1. Log in to the CRM 2. Click the cog item in the top right hand side of the CRM [![image-1692366259791.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366259791.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366259791.png) 3. Click Settings [![image-1692366278609.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366278609.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366278609.png) 4. On the left hand menu select Phone [![image-1692366308190.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366308190.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366308190.png) 5. You will be asked to give permission for your microphone to be used.

**You must select yes to giving permission to use your microphone. Your phone will not register without this information**

6. Fill in the form with your provided details [![image-1692366403374.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366403374.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366403374.png) 7. After clicking save, your phone should automatically try to log you in. 8. [![image-1692366435773.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366435773.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366435773.png) ### Outgoing Calls 1. Click the phone icon to load your phone [![image-1692366490311.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366490311.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366490311.png) 2. This will load the dialpad [![image-1692366511865.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366511865.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366511865.png) 3.

**You do not have to enter a 9 before the number to make an outgoing call**

4. You can either click the green tick button or press the enter key to call someone ### Transferring Calls 1. You can transfer calls by using the transfer button [![image-1692366650104.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366650104.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366650104.png) 2. This will list available agents or you can transfer to the holding queues [![image-1692366677384.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366677384.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366677384.png) ### Putting a Call On Hold 1. You can place a call on hold using the hold button [![image-1692366708427.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366708427.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366708427.png) 2. You can take a call off hold by pressing the play button [![image-1692366737628.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366737628.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366737628.png) ### Using the Phone Book 1. You can phone any customer or supplier from the phone book with a quick search [![image-1692366785932.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366785932.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366785932.png) 2. By default the phone book shows available other users [![image-1692366809911.png](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/scaled-1680-/image-1692366809911.png)](https://manual.maticmedia.co.uk/uploads/images/gallery/2023-08/image-1692366809911.png)