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Place Calls in Virtual Office for Bullhorn

You can place calls to your Virtual Office and Bullhorn contacts from the dialpad, contact list, or call log in Virtual Office for Bullhorn. In addition, you can install 8x8 Web Dialer for the ability to click a contact number directly from Bullhorn and launch calls in the integration!

Depending on the number you call, you go through one of three calling experiences:

Before you start placing calls:

About Screen Pop

During an inbound or outbound call, 8x8 Virtual Office for Bullhorn tracks if the other party on the call is an existing contact by searching the Bullhorn contact database. On finding a single matching record, it presents the record for you to preview and prepare for the call. This process is commonly referred to as screen pop.

Note: In your integration Settings , screen pop is enabled by default under Integrations > Bullhorn.

Place Single-Match Calls

If you are calling a contact in Bullhorn who has a unique phone number assigned to them, you can smoothly transition into logging the call once the call ends.

Note: If your extension does not use a desk phone, when you place a call, your softphone rings first. Answer the call, and the call then dials out to the desired destination.

To place a call to a contact:

  1. Place a call in one of the following ways:

  2. If the number you are calling is associated with a Bullhorn contact, the matching contact record is presented to you via screen pop.

    Note: In your integration Settings , screen pop is enabled by default under Integrations > Bullhorn.

  3. Once the call ends, a call log in Bullhorn is automatically created, and pops up in a new browser tab. Based on the content of the call, add details to the call log for future reference.

    Note: In your integration Settings , automatic call logging and call log pop-up are enabled by default under Integrations > Bullhorn.

  4. When you finish adding details to your call log, save.

Place Multiple-Match Calls

If you are calling a number that is associated with multiple contacts, such as a desk phone shared within a small group of people, Virtual Office for Bullhorn detects and notifies you that the number you are calling has multiple matches in your contact directory. This way, you can easily assign the call to the correct contact and ensure an accurate call log.

Note: If your extension does not use a desk phone, when you place a call, your softphone rings first. Answer the call, and the call then dials out to the desired destination.

To place a call to a number with multiple matches:

  1. Place a call in one of the following ways:

  2. If the number you are calling is associated with more than one of your contacts, the call control panel indicates multiple matches.
  3. If you know who you are speaking to, go to the Search tab in the integration header. Your search results automatically display all contacts associated with the caller number. From the search results, select the check mark next to the correct contact to assign the call to them.
  4. Once the call ends, a call log in Bullhorn is automatically created, and pops up in a new browser tab. Based on the content of the call, add details to the call log for future reference.

    Note: In your integration Settings , automatic call logging and call log pop-up are enabled by default under Integrations > Bullhorn.

    If you did not identify the caller while the call was active, the About field in the call log is automatically assigned to the alphabetically-first contact in Bullhorn associated with that phone number. Ensure that the name in the field is correct.

  5. When you finish adding details to your call log, save.

Place Calls to Unknown Numbers

If you place a call to an unknown number, such as a phone number you received in person but have not yet entered in Bullhorn, Virtual Office for Bullhorn detects and notifies you that the number is not associated with any of your contacts.

Note: If your extension does not use a desk phone, when you place a call, your softphone rings first. Answer the call, and the call then dials out to the desired destination.

To place a call to an unknown number:

  1. Place a call in one of the following ways:

  2. If the number is not associated with any of your contacts, the number you are calling is listed as Unknown.
  3. If you know who you are speaking to, go to the Search tab in the integration header, and search for the contact by name. From the search results, select the check mark next to the correct contact to assign the call to them.
  4. Once the call ends, a call log in Bullhorn is automatically created, and pops up in a new browser tab. Based on the content of the call, add details to the call log for future reference.

    Note: In your integration Settings , automatic call logging and call log pop-up are enabled by default under Integrations > Bullhorn.

    If you did not identify the caller while the call was active, the About field in the call log is automatically assigned to you. Once you create a new contact or find an existing contact listing in Bullhorn, assign the call log to them so that the name in the field is correct.

  5. When you finish adding details to your call log, save.

 


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