Unit - Conference Calls

Fastcall > Training Resources > User Guide > Module – Fastcall Core > Unit – Conference Calls

This training unit covers Fastcall’s conference calls functionality. This will need to be enabled by your administrator, as it’s not enabled by default.

Use the widget to make a conference call

When you’re on a call, to include someone in a conference, go to the participants list and click the “Add Participant” icon. Clicking this will allow you to choose from one of these categories to add a participant:

Fastcall users
Salesforce users
Groups
External Phones
Any record from any object type that is a Managed Object in Fastcall

Dialing a phone number

If the phone number does not belong to a Salesforce record and it is not saved as a Fastcall phone, the user can enter the phone number in the search input and Fastcall will give the option to dial the number.

Conference Calls

If you are in a conference call, the other party will be connected in and you can then choose whether to stay, hang up or kick the added participant. When you hang up, you can finish your notes and record the call result as usual.

Multiple Participants

In a conference call you can add multiple Fastcall agents and multiple external participants to the call.

You’ll have complete visibility into who’s on the call in the list of participants. This enhanced visibility makes it easier to manage discussions and collaborations effectively, leading to more productive meetings and interactions.

Conference Call Options

Once in the Conference Call mode, the Hold Participant button allows the call to be transferred with the caller on hold.

While you are waiting for the new participant to answer, you can Un-hold the caller or cancel adding the new participant.

When the transfer is connected, if you have the caller on-hold you can:

Un-hold participant – Start the conference with the three legs connected.
Un-hold & Leave – Leave the call, keeping the other two legs connected.
Kick participant – You can end the call for the participant you added to the call.

If you don’t have the caller on-hold you can:

Hold – Put the caller on-hold and talk to the participant you added to the call.
Leave Call – Leave the call, keeping the other two legs connected.
Kick participant – You can end the call for the participant you added to the call.

You can also Hold or Un-hold all participants.

The Hold Call button, located on the bottom button panel, temporarily removes the current Fastcall user from the conference call while allowing the other participants to continue as long as at least two remain on the call. The Fastcall user can rejoin the conference when needed.