How do I use Click to dial in
...
NewVoiceMedia?
When you integrate ContactWorld NewVoiceMedia into Salesforce, you are able to use all the usual ContactWorld NewVoiceMedia features. You can also use Click to dial. Using Click to dial, you can perform the following tasks:
- Make an outbound call. For information about making an outbound call using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce.
- Use a dynamically selected callback number. For information about using a dynamically selected callback number when you make an outbound call using Click to dial, see Using automatic callback numbers with Click to dial in NewVoiceMedia in Salesforce.
- Consult with a third party. For information about consulting with a third party using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce.
- Make an outbound Transfer a call. For information about making transferring a call using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce.
| Panel | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
How do I make an outbound call using Click to dial
...
?
Using NewVoiceMedia in Salesforce you can make outbound calls using ContactPad in the standard way. For information about making outbound calls using ContactPad, see Making an outbound call. If you have the Click to dial feature enabled, you can also make outbound calls using Click to dial
...
.
The integrated Click to dial feature makes outbound calling very simple.
To use Click to dial, click any phone number within Salesforce to initiate a call. Numbers in list views, or in contacts, leads or accounts are clickable links. In the same way as if you click Make Call in ContactPad, your state changes to Busy Outbound. Next your telephone rings, and when you answer, you hear ringing until you are connected to the number that you clicked to dial.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Info |
|---|
If Click to dial is unavailable (phone numbers do not look like links and the phone icon alongside the numbers is gray instead of green), make sure you are logged into ContactPad. If you are not logged in, phone number links are disabled. |
If you click a link in a list view, you must open the actual record to make notes for the call. For information about adding notes during the call, see Logging a call during the call.
You can set a default callback number for all outbound calls. For information on setting your default callback number, see Setting the default callback number for outbound calls. If your chosen callback number does not appear in the Information panel in ContactPad, your Salesforce administrator might have overridden the callback number that is displayed. For information on overriding the callback number, see Automating callback numbers for Click to dial.
How do I use automatic callback numbers with Click to dial?
When you make an outbound call, NewVoiceMedia presents a number to the person you are calling. This number is the callback number. Using the callback number, the person receiving the call can potentially identify you and optionally return your call at another time. You can set the default callback number for outbound calls in ContactPad. For information about setting the default callback number for outbound calls, see Setting the default callback number for outbound calls.
If you are using Click to dial and your supervisor has configured automatic callback numbers, you can use automatic callback numbers when you make an outbound call using Click to dial. For information about automatic callback numbers, see Automatic callback numbers for Click to dial.
To use automatic callback numbers, set your default callback number to --Auto--. For information about setting your default callback number, see Setting the default callback number for outbound calls.
| Note |
|---|
If you click Make Call in ContactPad to make an outbound call instead of using Click to dial, next time you use Click to dial you must set your callback number setting back to --Auto--. |
How do I consult with a third party during a call using Click to dial
...
?
Using NewVoiceMedia in Salesforce you can consult with a third party and, optionally, transfer calls using ContactPad in the standard way. For information on consulting with a third party using ContactPad, see Working with an inbound call. Additionally, you can consult during a call using Click to dial.
To consult with a third party during a call using Click to dial, perform the following steps:
- In ContactPad, click Hold. You and your caller hear hold music.
Locate the Salesforce record that contains the number you want to click to dial, such as a Lead, a Contact, or an Account. Open the record if necessary.
Click the number you want to dial.
Insert excerpt _
...
ExcerptShortCode _
...
ExcerptShortCode nopanel true
...
| borderColor | #eeeeee |
|---|---|
| bgColor | white |
| titleColor | white |
| borderWidth | 1 |
| titleBGColor | #FF8053 |
| borderStyle | solid |
| title | In this section |
You hear ringing until you are connected to the number that you clicked.
When you are connected the available ContactPad buttons change.
You can perform the following tasks:
- To end the new call that you initiated with Click to dial, click Release. You hear hold music. Click Retrieve to return to the original call.
- To return to the original call without ending the new call, click Alternate. To go back to the new call, click Alternate again.
- To transfer the original call to the number you clicked to dial, click Transfer. You can also transfer the call by hanging up your telephone without releasing the new call first.
Insert excerpt _ExcerptTransferringCalls _ExcerptTransferringCalls nopanel true
How do I transfer a call using Click to dial?
Using NewVoiceMedia in Salesforce you can transfer calls using ContactPad in the standard way. For information on transferring calls using ContactPad, see Working with an inbound call. Additionally, if you have the Click to dial feature enabled, you can also transfer calls using Click to dial. For information about transferring calls using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce.