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- Make an outbound call. For information about making an outbound call using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce 230569094.
- Use a dynamically selected callback number. For information about using a dynamically selected callback number when you make an outbound call using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce230569094.
- Consult with a third party. For information about consulting with a third party using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce230569094.
- Transfer a call. For information about transferring a call using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce230569094.
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If Click to dial is unavailable (phone numbers do not look like links and the phone icon alongside the numbers is gray instead of green), make sure you are logged into ContactPad. If you are not logged in, phone number links are disabled. |
If you click a link in a list view, you must open the actual record to make notes for the call. For information about adding notes during the call, see Logging a call during the call.
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To use automatic callback numbers, set your default callback number to --Auto--. For information about setting your default callback number, see Setting the default callback number for outbound calls.
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If you click Make Call in ContactPad to make an outbound call instead of using Click to dial, next time you use Click to dial you must set your callback number setting back to --Auto--. |
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- In ContactPad, click Hold. You and your caller hear hold music.
Locate the Salesforce record that contains the number you want to click to dial, such as a Lead, a Contact, or an Account. Open the record if necessary.
Click the number you want to dial.
Insert excerpt _ExcerptShortCode _ExcerptShortCode nopanel true You hear ringing until you are connected to the number that you clicked.
When you are connected the available ContactPad buttons change.
You can perform the following tasks:
- To end the new call that you initiated with Click to dial, click Release. You hear hold music. Click Retrieve to return to the original call.
- To return to the original call without ending the new call, click Alternate. To go back to the new call, click Alternate again.
- To transfer the original call to the number you clicked to dial, click Transfer. You can also transfer the call by hanging up your telephone without releasing the new call first.
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How do I transfer a call using Click to dial?
Using NewVoiceMedia in Salesforce you can transfer calls using ContactPad in the standard way. For information on transferring calls using ContactPad, see Working with an inbound call. Additionally, if you have the Click to dial feature enabled, you can also transfer calls using Click to dial. For information about transferring calls using Click to dial, see Using Click to dial in NewVoiceMedia in Salesforce 230569094.