Connect Your Desk Phone to Your CRM

As a small business owner, staying connected is vital to your success. Having a reliable communication system not only enhances your productivity but also helps you build better relationships with your clients. That’s why we’re excited to introduce a feature that allows you to use your physical desk phone with your CRM. This integration makes your calling experience seamless and efficient!

📌 Why This Matters

In today’s fast-paced business environment, flexibility in communication is important. Whether you’re in the office or working remotely, keeping all your phone communications tied to your customer management system ensures that no call goes unnoticed and every lead is nurtured properly.

✨ What’s New

• Connect Your Desk Phone: Use a VoIP desk phone that is always connected to your CRM.
• Outbound and Inbound Calls: Make and receive calls through your desk phone with ease.
• Blind Transfer Calls: Easily transfer calls to team members without any hassle.
• Call Recording and Transcription: Keep track of important conversations and refer back to them anytime.

🛠️ How to Use It

1. Step 1: Enable the desk phone feature by navigating to Labs in your CRM.
2. Step 2: Go to subaccount Settings > Phone Numbers > Advanced Settings and set up your VoIP desk phone.
3. Step 3: Create a SIP user and device for your desk phone.
4. Step 4: Test your desk phone to ensure it’s connected properly.
5. Step 5: Manage your SIP devices as needed.

💡 Pro Tip

Regularly test your desk phone setup to ensure optimal performance and connection.