Answering an incoming call with Solgari for MS Teams is an intuitive and straightforward process. This feature allows users to effortlessly handle incoming calls in a seamless and intuitive manner, enhancing communication and collaboration within the platform.
Call Session – Displays any inbound or outbound call session in the inbox. | |
Answer – The green answer icon | |
Contact Information – See all available information about your caller. | |
End Call – Select the red phone icon | |
Open CRM Record – Select to open the contact record in your CRM. |
When an inbound call arrives, it appears in the inbox, as shown in the Incoming Call Screen, as a new Call Session (1).
By clicking the green accept call icon
The call can also be declined by clicking on the red
phone icon
If the contact is already known, the contact information will be displayed, with the CRM fields filled in (3). If necessary, or if more information is required, the CRM record can be opened directly from the call screen by clicking the "Open in CRM" button (5).
|