Handle Calls

If your 8x8 Virtual Office extension uses only a softphone, you must log in to one of the following clients to handle calls:

Use the same credentials to log in to Virtual Office for Vtiger. If your Virtual Office extension is assigned with a desk phone, use the call control panel in the application to answer incoming and outgoing calls.

About Screen Pop

During an inbound or outbound call, Virtual Office for Vtiger looks up the phone number of the caller and then searches for a matching record in the CRM. On finding a matching record, it presents the record for you to preview and prepare for the call. This process is referred to as screen pop.

The search may return:

Place Calls

You can place calls to your Virtual Office and Vtiger contacts from the dial pad, contact list, or call log in Virtual Office for Vtiger.

Note: All outbound calls are two-legged calls. When you dial out, the call dials out to you first. Once you accept the call, the call dials out to the dialed party.

For phone numbers dialed from the dial pad, call log, or contact list, the system looks up a matching record and pops it up for your preview. For details, see our content on screen pop.

Receive Calls

When you receive an inbound call, the app notifies you of an incoming call and indicates if the caller is a known contact or not. When you receive a call, the system looks up a matching record and pops it up for your preview. For details, see our content on screen pop.

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

Use Call Controls

While on a call in Virtual Office for Vtiger, you have access to call controls that enhance your calling experience. Using the call controls, you can:

Log Calls

Upon terminating a call, Virtual Office for Vtiger generates a call log. A call log is created for inbound and outbound interactions, and is automatically saved as an event in Vtiger. The event also includes a link to the recorded call.

You can view all Events from the calendar List view in Vtiger. The call log includes information such as the call’s status, activity type, contact name, start time, and date the call was answered. These call logs are available for future reference; you can access them by searching in Vtiger, or by opening the call details in Virtual Office for Vtiger and clicking the Notes icon.

Depending on the number of matches, an event can be linked to the end-user record as follows:

Track Incomplete Call Logs

We recommend that you complete and save Vtiger events containing your call logs immediately after a call ends; this ensures that the event is as complete and accurate as possible. If agents are busy and unable to complete the event activity immediately after the call, they can do so at their leisure by accessing the events from Virtual Office for Vtiger. You can view the list of events under the Calendar tab using the List view.

To finish and save a previously-uncompleted call log:

  1. Open the Call log tab in the integration panel to see the list of recently handled calls.
  2. From the list of calls, hover over the desired call, and click the Notes icon to open the call log for further editing.
  3. A pop-up screen opens in a new browser window. Scroll down to view the call log information.
  4. At the upper-right corner of the screen, click the Edit icon to edit details.
  5. Click Save.