In this unit you will learn how to control your availability and receive calls in Fastcall.
This unit assumes you’ve completed the previous units in the Fastcall Basics module.
1. Open the Fastcall widget
2. ‘Go Available’
Use the availability switcher at the top of the widget to ‘Go Available’. Availability controls how inbound calls to you are handled.
If you’re not available, you can’t receive inbound calls via any device – so make sure you are available when you want to take calls!
3. Wait for a call
You could speed this up by using another device (for example, a mobile or desk phone) to call the number you took down in the previous unit.
4. Answer your receiving device.
If your receiving device is the softphone, you can answer (or decline) the call using the Fastcall widget.
If this is the first time using Fastcall in your web browser, you may be asked to give permission to use your microphone at this point. You can learn more about microphone permissions here.
5. Enjoy the call!
6. Hang up
The call will finish when either party hangs up.
7. Close the task
Write up the subject of the call and your call notes if necessary, and press the ‘close task’ button. Call notes get added to the Salesforce task representing the call. You can learn more about how Fastcall creates tasks here.
8. Record the call result
Call results are also added to the Salesforce task representing the call. You can learn more about how Fastcall creates tasks here.
Now you can continue with the next unit in the Fastcall Basics module.
Last updated: Fastcall version 5.8.0, 2018-10-29