Desk Mode

Overview

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.

You can exit desk mode at any time by using the exit button next to the blue phone button. To log out, click the red power symbol on the right side of the toolbar.

Desk mode is available as a default view on Sales Engage, Enterprise, Performance, Growth, and Connect plans.

Accessing Desk Mode

1. Navigate to Settings → Users.
2. Click New User or edit an existing user.
3. In the User Detail section, turn on Default login page to Desktop Calling Mode. This user will now see desk mode by default when logging in.

You can also access Desk Mode by clicking on this icon: