Call tests

1. Outgoing call to an unknown number with answer

Make an outgoing call from an internal number to an external phone number, answer, talk for 6-10 seconds, hang up.

Keep in mind that the external number should not be listed as an employee phone number, otherwise the call will be considered an internal call and no new lead will be created.

Result:

1. A lead has been created, the person responsible for the lead is the employee who made the outgoing call.

2. An "outgoing call" case is created, the person responsible for the lead is the employee who made the call.

3. A call record is listened to in the call case.

If it didn't work, contact tech support.

2. Incoming answered call from a known number

1. Make an incoming call from a known external number (for which a Contact has already been created in CRM).

2. Accept the call on your extension.

3. Talk for 6-10 seconds and hang up.

Result:

1. If you have set up an automatic connection to the responsible manager, the call is directed to the employee responsible for the contact;

2. During the call and conversation, a pop-up window is displayed with information about the Contact who called;

3. An Incoming Call case has been created, the responsible person is the employee who received the call;

4. A record of the conversation is listened to in the call case.

If it didn't work, refer to the following articles (or contact tech support):

How to set up autodistribution

Solving problems with call recording

3. Outgoing answered call to a known number by clicking in Kommo

1. Make an outgoing call from an internal number to an external phone number. To do this, press the handset or phone number in Contacts.

2. After that the call command will be sent to Asterisk. You will receive a call on your internal phone (internal number is taken from your profile). Answer and the call will go to the external number of the Contact.

3. Wait for the Contact to answer, talk for 6-10 seconds, hang up.

Result:

1. During a call and conversation, a pop-up window with Contact information is displayed;

2. An "outgoing call" case is created, the responsible person is the employee who made the call;

3. A recording of the call is being listened to in the call case.

If it didn't work, contact tech support.