CRM Phone Usage

Setting Extension Up in CRM

Log in to the CRM

Click the cog item in the top right hand side of the CRM

Click Settings

On the left hand menu select Phone

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

Fill in the form with your provided details

After clicking save, your phone should automatically try to log you in.

Outgoing Calls

Click the phone icon to load your phone

This will load the dialpad

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

You can either click the green tick button or press the enter key to call someone

Transferring Calls

You can transfer calls by using the transfer button

This will list available agents or you can transfer to the holding queues

Putting a Call On Hold

You can place a call on hold using the hold button

You can take a call off hold by pressing the play button

Using the Phone Book

You can phone any customer or supplier from the phone book with a quick search

By default the phone book shows available other users