| Solgari for Salesforce (Voice) – Solgari for Salesforce Voice allows you to add our calling module to Salesforce. Make and receive phone calls directly from here. | |
| Expand or Minimize Solgari – Select the Solgari call icon in the utility bar to Open or Close the module. | |
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Status - Select the status using the drop-down. Choose from Busy, Available or Unavailable. Other appropriate options may also be available. When on a call or dealing with a message, the status is automatically set to Busy or On-a-call. |
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Dial Pad – Use your mouse to select the appropriate number to dial, or use your numpad on your keyboard to enter the number. |
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Dial button – Once you have entered your number, please select the dial icon or press enter on your keyboard to make an outbound call. |
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Search for a CRM record – Search for a Lead, Account or Contact record by number or name. |
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Open CRM Record – Select the record icon to open in Salesforce.
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Click-to-call – Select the dial icon to make an outbound call.
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Choose Preferred Number – Select the drop-down to choose a landline or mobile number for calling.
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