Description from extension meta
Extension allowing advanced CRM features
Image from store
Description from store
For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool.
The functionalities include the following:
- Screen-Pop
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
- Click-to-Call
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.
- 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
V2.0.1 - Improved error handling
V2.0.1 - Launch release