Outbound Dialing

To make outbound calls on your CallTrackingMetrics tracking numbers, you’ll need to use the built-in softphone.  The softphone can be accessed in multiple ways based on the CalltrackingMetrics plan type.  To access the phone: In the Call Log page (Activities → Calls).

• Click Desk Mode  to open the desk mode view.
• Click Phone to open the pop-out phone window.
• Click the phone icon, then Open Phone to open the pop-out window from any page in the application.

You will need a microphone in order to make outbound calls.  If your computer does not have a microphone built in, you’ll need to use a headset that is compatible with your computer.  When you open the softphone for the first time, you should get a pop-up from your browser asking for permission to access your computer’s microphone.  Make sure you click accept when this prompt appears, and always allow if that option is available.

Make an Outbound Call

1. Launch the softphone by clicking the phone icon as described in the previous steps above
2. Enter the number you wish to dial in the field at the top of the phone window
3. Choose a tracking number which can be found in the drop-down menu of the phone (note: the outbound dialed number you wish to contact must be dialed first before the tracking number drop-down menu will appear) 
4. Click Call.

Returning a Call

In addition to dialing using the softphone, you can also return calls from the call log using the Call button that appears next to each call.

1. Navigate to Activities → Calls.
2. Find the caller you want to contact using the search bar, the filter button, or by scrolling through the call log.
3. On the far left side of each call, you will see a Call button and an Edit button.  Click Call to initiate a call to the number that person called you from.

Making an outbound call from your Receiving Number

This is how to make an outbound call from your Receiving Number rather than your Softphone and still have it show in the Activity Log.

1. Add a Receiving Number in the Agent Contact section of the user profile in the Receiving Number Field. 
2. Assign the Tracking number at the bottom of the Agent Contact section by selecting it in the Tracking Number drop-down.
3. Call the Tracking Number from your Receiving Number and follow the prompt to press 1 to dial the number, followed by the # key.