Outbound Click to Call

Click to Call allows you to dial out directly from the Salesforce CRM.

1. Check that your status in the CCA allows for outbound calls to be placed (e.g. Available).

Note: You may have to manually change your CCA status if it is not already in the outbound call ready state to successfully make the outbound call.

1. Bring the Salesforce screen to the foreground.
2. From the organization's workflow select the desired record.
3. Click Click to Call, located beside the record's phone number.
4. The CCA is brought to the foreground of the screen and places the call to the outbound number passed by the Salesforce CRM.
5. Your status in the CCA changes to Busy – Dialing Out.

Note - Click to Call Functionality must be implemented in your Salesforce.com account - Instructions can be provided upon request