Call tests

1. Outgoing Call to an Unknown Number, with an Answer

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

Keep in mind that the external number should not be listed as an employee phone number, or the call will be considered internal and ignored.

Result:

1. A contact is created, and the person responsible for the contact is the employee who made the outgoing call.

2. A lead is created, and the person responsible for the lead is the employee who made the call.

3. A call recording can be played and downloaded in the call info in the lead's feed.

If this 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 distribution of calls to responsible managers, the call is directed to the employee responsible for the contact.

2. During the call, a pop-up window is displayed with information about the contact who is calling.

3. Incoming call info is added to the contact feed (or lead, if it has exactly one lead). The responsible person is the employee who received the call.

4. A recording of the conversation can be played and downloaded.

If this 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 a phone number in CRM

1. Make an outgoing call from an internal number to an external phone number. Press the handset or phone number in Contacts.

2. The call command will be sent to Asterisk. You will receive a call on your internal phone (internal number is taken from your CRM user profile). Answer, and the call will then attempt to reach the external number of the Contact.

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

Result:

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

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

3. A recording of the call can be played and downloaded.

If this didn't work, contact tech support.