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Unit – Receiving a Call

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!

Change your availability

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.

Allow microphone

5. Enjoy the call!

6. Hang up

The call will finish when either party hangs up.

Inbound Connected

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.

Inbound Call End Task

8. Record the call result

Call results are also added to the Salesforce task representing the call.

Choose a Call Result

Now you can continue with the next unit in the Fastcall Basics module.

Last updated: Fastcall version 6.8.4, 2020-08-05