Desk mode enables a view that embeds the softphone in the activity log screen. Agents can easily make or accept calls, edit notes, and update other call details from a single page.
Desk mode is a user preference and can be activated as a default view in a user’s profile by following the steps below. Desk mode can also be accessed manually by navigating to the following application URL: https://app.calltrackingmetrics.com/calls/desk.
Exit desk mode at any time using the power symbol on the right side of the black toolbar.
Desk mode as a default view is available on Connect plans.
Accessing Desk Mode
- Navigate to Settings → Users.
- Click New User or edit an existing user
- In the User Detail section, check the box labeled “Default login page to Desktop Calling Mode.” This user will now see desk mode by default when logging in.
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