Difference between revisions of "Calling from the Website"

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= Make a Call =
  
 
Callproof offers 2 different ways to call contacts from the website.  This feature is not available to all users.  For more information, please contact Callproof.
 
Callproof offers 2 different ways to call contacts from the website.  This feature is not available to all users.  For more information, please contact Callproof.
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[[File:MakeCallIndex.png|250px|thumb|right|Make Call]]
  
 
When searching for contacts there are 2 icons to the right of the contact name used for calling.  
 
When searching for contacts there are 2 icons to the right of the contact name used for calling.  
  
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The Green button [[File:icon_green_call.gif]] is used when connecting to clients using your cell phone.
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The Blue button [[File:icon_blue_call.gif]] is used when connecting to clients using a headset and PC.
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<div style="clear:both;"></div>
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People → Contacts / Accounts → Click the Green, Blue, or Yellow Call icon next to a phone number.
  
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The Blue button [[File:icon_blue_call.gif]] is used when connecting to clients using a headset and PC.
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You can also place calls from:
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* Contact details pages
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* Follow-ups
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* Dashboards
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* Footer Call Pad (Any Number)
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Allows users to place outbound calls through Twilio directly from CallProof using one of three calling methods:
  
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* [[File:icon_blue_call.gif]] '''Blue Call''' – Places the call directly from your web browser using a headset and microphone.
  
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== Call with a Headset (Soft Call) ==
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After every call, users can record the call result, notes, appointments, and follow-ups.
  
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When calling with a headset, there might be a couple steps necessary to ensure the headset is working properly. Please see our [[Headsets and Browser Calls]] troubleshooting tips for help.
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* Twilio must be enabled for the company.
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* User must be logged in.
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* A verified Caller ID must be configured.
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* Contact must have at least one phone number.
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* The phone number must not be blocked by company FCC Do Not Call rules.
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* Calling buttons must be enabled for the company.
  
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After clicking the [[File:icon_blue_call.gif]] button for the contact to dial, the initial calling screen will be seen.  Click Dial Number when ready to call.
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== Available Calling Methods ==
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[[File:default_stats.jpg|175px|thumb|right|Default Rep Stats]]
 
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[[File:stats_ex1.jpg|175px|thumb|right|Rep Stats Example 1]]
 
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[[File:stats_ex2.jpg|175px|thumb|right|Rep Stats Example 2]]
 
  
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* If Flash settings haven't been saved, a settings box may pop up.  You must allow Flash to access your audio and mic.  Click Allow and Remember to save the settings.
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{| class="wikitable"
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[[File:flash_settings.jpg]]
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! Call Type
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! Description
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|-
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| Blue Call
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| Places the call directly from your web browser using a headset and microphone.
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|}
  
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During the call, the screen will display your Caller ID, a number pad, and two buttons for hanging up.  
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=== [[File:icon_blue_call.gif]] Blue Call ===
  
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* '''HANGUP''' will simply hang up and end the phone call.  
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# Click the '''Blue Call''' icon.
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# Allow microphone access.
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# Confirm the phone number and caller ID.
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# Click '''Dial Number'''.
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# Use the browser controls to:
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#* Mute
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#* Dial keypad (DTMF)
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#* Hang up
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#* Hangup With Message
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# Submit the Call Result.
  
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* '''HANG UP WITH MESSAGE''' will leave a pre-recorded message that is selected in the dropdown list then hang up.  Set up these recorded messages under HOME > Recorded Messages.
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=== Call Any Number ===
  
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When the call is completed, the screen will shows a results page.  Select the best answers.
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# Open the footer Call Pad.
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# Enter a phone number.
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# Click the Green, Blue Call button.
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# Complete the Call Result after the call.
  
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If a follow up is needed, click the Follow up checkbox.  Once the results are submitted, the user will be taken to the follow up page to schedule a follow up.
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== Call Result ==
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After the call, users can record:
  
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Click Edit Contact to edit contact information once the call results are submitted.
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* Call Result
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* Notes
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* Follow-up
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* Appointment information (if enabled)
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* Contact or Account updates (if applicable)
  
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Submitting the Call Result saves the activity to Call History.
  
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== Notes ==
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* Available only for companies with Twilio enabled.
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* Green calls require a default phone number.
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* Calls to blocked FCC Do Not Call numbers are prevented.
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* Recorded Messages can be used with '''Hangup With Message'''.
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* Completed calls are available in '''Call History'''.
  
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== Call with a Headset (Soft Call) ==
  
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== Call with a Mobile Phone ==
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When calling with a headset, there might be a couple steps necessary to ensure the headset is working properly.  Please see our troubleshooting tips for help.
  
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The [[File:icon_green_call.gif]] button is for using a secondary phone with Callproof.   
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After clicking the [[File:icon_blue_call.gif]] button for the contact to dial, the initial calling screen will be seen.  Click Dial Number when ready to call.
  
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Click the [[File:icon_green_call.gif]] to bring up the call initiation screen. 
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<div style="float:right; margin:0 0 1em 1em;">
  
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Click Dial Number to start the call.
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{| style="border:0;"
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| [[File:SoftCall.png|250px|thumb|right|Soft Call screen]]
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| [[File:SoftCallDial.png|250px|thumb|right|During a Call]]
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| [[File:SoftCallHangup.png|250px|thumb|right|Call Hangup]]
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|}
  
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Callproof will call the employee's phone number. 
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</div>
  
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Employee picks up the phone and Callproof will then call the client.  The client will see the assigned Caller ID, not the personal Caller ID of the employee.
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* If Flash settings haven't been saved, a settings box may pop up.  You must allow Flash to access your audio and mic.  Click Allow and Remember to save the settings.
  
 
During the call, the screen will display your Caller ID, a number pad, and two buttons for hanging up.  
 
During the call, the screen will display your Caller ID, a number pad, and two buttons for hanging up.  
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Click Edit Contact to edit contact information once the call results are submitted.
 
Click Edit Contact to edit contact information once the call results are submitted.
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<div style="clear:both;"></div>

Latest revision as of 06:03, 21 July 2026

Make a Call

Callproof offers 2 different ways to call contacts from the website. This feature is not available to all users. For more information, please contact Callproof.

Make Call

When searching for contacts there are 2 icons to the right of the contact name used for calling.

The Blue button Icon blue call.gif is used when connecting to clients using a headset and PC.

People → Contacts / Accounts → Click the Green, Blue, or Yellow Call icon next to a phone number.

You can also place calls from:

  • Contact details pages
  • Follow-ups
  • Dashboards
  • Footer Call Pad (Any Number)

Allows users to place outbound calls through Twilio directly from CallProof using one of three calling methods:

  • Icon blue call.gif Blue Call – Places the call directly from your web browser using a headset and microphone.

After every call, users can record the call result, notes, appointments, and follow-ups.

  • Twilio must be enabled for the company.
  • User must be logged in.
  • A verified Caller ID must be configured.
  • Contact must have at least one phone number.
  • The phone number must not be blocked by company FCC Do Not Call rules.
  • Calling buttons must be enabled for the company.

Available Calling Methods

Call Type Description
Blue Call Places the call directly from your web browser using a headset and microphone.

Icon blue call.gif Blue Call

  1. Click the Blue Call icon.
  2. Allow microphone access.
  3. Confirm the phone number and caller ID.
  4. Click Dial Number.
  5. Use the browser controls to:
    • Mute
    • Dial keypad (DTMF)
    • Hang up
    • Hangup With Message
  6. Submit the Call Result.

Call Any Number

  1. Open the footer Call Pad.
  2. Enter a phone number.
  3. Click the Green, Blue Call button.
  4. Complete the Call Result after the call.

Call Result

After the call, users can record:

  • Call Result
  • Notes
  • Follow-up
  • Appointment information (if enabled)
  • Contact or Account updates (if applicable)

Submitting the Call Result saves the activity to Call History.

Notes

  • Available only for companies with Twilio enabled.
  • Green calls require a default phone number.
  • Calls to blocked FCC Do Not Call numbers are prevented.
  • Recorded Messages can be used with Hangup With Message.
  • Completed calls are available in Call History.

Call with a Headset (Soft Call)

When calling with a headset, there might be a couple steps necessary to ensure the headset is working properly. Please see our troubleshooting tips for help.

After clicking the Icon blue call.gif button for the contact to dial, the initial calling screen will be seen. Click Dial Number when ready to call.

Soft Call screen
During a Call
Call Hangup
  • If Flash settings haven't been saved, a settings box may pop up. You must allow Flash to access your audio and mic. Click Allow and Remember to save the settings.

During the call, the screen will display your Caller ID, a number pad, and two buttons for hanging up.

  • HANGUP will simply hang up and end the phone call.
  • HANG UP WITH MESSAGE will leave a pre-recorded message that is selected in the dropdown list then hang up. Set up these recorded messages under HOME > Recorded Messages.

When the call is completed, the screen will shows a results page. Select the best answers.

If a follow up is needed, click the Follow up checkbox. Once the results are submitted, the user will be taken to the follow up page to schedule a follow up.

Click Edit Contact to edit contact information once the call results are submitted.

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