You are here: Make Calls

Handle Calls

With the Virtual Office Salesforce integration, you have full call control capabilities including transferring calls, merging three-way calls, placing calls on hold, and recording calls.

Make Calls

Users of the 8x8 Virtual Office Salesforce integration need to select an 8x8 phone to handle calls. If your Virtual Office extension uses a softphone, you must log into one of the following clients to handle calls.

Note: If your Virtual Office extension uses a desk phone, use the call control panel in the application to answer calls.

Note: You can dial out using the dial pad, or use click-to-dial capability from contacts list or call log. You can also click-to-dial from Salesforce.

When you dial out:

  1. Your extension phone rings first. Answer the call using a desk phone or softphone:
  2. If your extension uses a desk phone, use the call control panel in the application to accept the call.
    OR
    If your extension uses a softphone, accept the call in Virtual Office desktop app or Virtual Office mobile app
  3. When the first leg of a call is offered, the screen pop occurs. The call then dials out to the destination. For details, see our content on About Screen Pop.


Receive Calls

When you receive a call, the call control panel pops indicating an inbound call. Click Accept to answer the call if you use a desk phone. When a call is connected, the screen pop occurs. For details, see our content on About Screen Pop.

Note: If your extension uses a softphone, you must accept the call in the Virtual Office client app.

 


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