Extension allowing advanced CRM features
For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool.
The functionalities include the following:
Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.
Auto-detection of incoming contact with link to contact record within the CRM tool
Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated
- Transfer and Forward
Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.
Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.
The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.
- Call Log (optional)
Allow logging of the call against the contact's record. Either when the call is initiated or once the call has ended.
- Version History
V1.1.4 - Fix for contact load in Act! Premium Cloud
V1.1.3 - Added support for Act! Premium Cloud
V1.1.2 - Added support for Pipedrive