Fastcall gives several options for call termination with and without call result.
When a call is connected, users will be able to edit the call subject, add notes, create a lookup to a different Salesforce record, or if needed, create a Lead altogether. Advanced options include selecting task pick lists, and creating a lookup to an Opportunity or Case. To end the call, Fastcall gives end users control over call termination.
The settings are managed by the org admin as described below.
NOTE: It is important that the Fastcall application ends the active call. It is best not to just refresh the browser and navigate away.
End Call, terminates phone call.
Fastcall gives two stages to end the call. End Call drops the connection but leaves the widget so users can finish logging the call. Close Task resets the widget to the ready state. If Call Results are required, then the list is presented and the user selects a Call Result, closing the Task and resetting the widget. Otherwise, Close Task resets the widget without showing any Call Results.
The Call Result, required or not, can also be accessible on the widget sidebar.
You can present different options when closing the Task record, or choose to hide those. In any case, you select a default option to be used if user doesn’t specify otherwise.
Fastcall gives the following Task closing sub-options:
- Ending a call showing new Task edit mode (used for adding more notes).
- Ending a call and keeping the Salesforce task open (so it shows up on user’s to-do list).
- Ending a call and not creating a task.
NOTE: Fastcall also gives an option use only call duration to set Call Result.
Voicemail drop, will drop the user from the call, play the prerecorded message on the prospect’s voicemail, and then terminate the call and close the Task.
Our goal is to streamline the experience with fewer clicks for those orgs that want a minimal experience; and to give more control to teams that need a fuller set of options.
Fastcall call termination options are on by default. The first call termination option is “Require call result to close task record.” If off, the task can be closed without a call result
Next, we give an option to “Show separate call result field.” Call results are also available in the Fastcal widget sidebar. When off, call result are only nested under the end call option. So by default, we give a sidebar option for call result, and call result is required to end the call.
Removing these options altogether can eliminate a step in logging the call. For example, you can now use only call duration to set call result, users can end the call with one click.
The setting for “Show task closing options,” adds a submenu after ending call with additional task options. These sub options include ending a call in task edit mode (used for adding more notes;) ending a call and keeping the Salesforce task open; or ending a call and not creating a task. The option is off by default.