Note: Ability to define the following settings is available only to Salesforce administrators.
Before your agents begin using the Virtual Office app, you can
The Virtual Office app allows you to define custom codes to collect information about the outcome of each call. For example, your lead generating representatives need call dispositions such as Call Successful, RNA (Ring no Answer), Voicemail left, etc.
At the end of each call, agents are prompted to select an outcome from the pre-defined list of call outcome codes. This information is saved in the call log. Agents can choose to extract codes from the standard Salesforce field or a custom field. The system can be configured to save call results in one of two ways: To a standard or custom pick list, or the Call Results field via delimited text (legacy).
As an administrator, you can:
As an end user, you can choose:
To define call outcome codes in Salesforce Call Results field:
Defining a custom field for call outcome requires you to:
Choose a Salesforce pick list field such as Type or create a custom field for call outcome codes.
Important: The custom field must be of Picklist data type.
Configure agent settings so the Call Outcome Source is set to Salesforce.
You can import contacts from Salesforce and 8x8 Virtual Office contact directory for a quick calling access. You can even search from the list. To learn more, refer to Access Contacts.
To load contacts:
From the Settings, select one or both of the following options:
During an inbound call, the 8x8 Virtual Office app tracks if the caller is an existing user by searching the Salesforce contacts database. On finding a matching record, it presents the record for you to preview and prepare for the call. This process is commonly referred to as Screen Pop.
To define settings for opening contacts:
Open topic with navigation