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Interface

The Communication Panel has three tabs and a dropdown menu. The Phone tab gives you access to the dial pad. The Call Log tab provides a view of recent call activity. The Directory tab lists all of your company contacts. The Menu allows you to change settings, access help, and more.

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Basic Call Handling

While on an active call, you have full call control capabilities including transferring calls, merging three-way calls, placing calls on hold, and recording calls.

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Transfer a Call

You can transfer a live call to another company extension or to another phone number. You can choose to speak to the party you plan to transfer the call to using a warm transfer or a blind transfer.

How to make a warm transfer:

1. While on a call, find the contact in the directory
2. Click the Call button to call the contact
3. After connection with the contact, click on the Transfer button
4. You'll be brought to the transfer panel. Select the number you would like to transfer to and then hang up

How to make a blind transfer:

1. While on a live call, click on the Transfer button
2. Call the contact you wish to transfer to
3. The call will automatically connect the two contacts and you will be dropped from the line

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Call Logs and Follow-Ups

Call logs and follow-ups are a great way to keep your call details organized. Call logs can help you keep track of how a call went, what was discussed, and whether or not it was successful. Follow-ups help you arrange the next step to speed up your workflow.

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