Answering Calls

Learn about incoming calls and answering them on CRM.phone.

To answer calls in Aurea CRM win and web:

1. Whenever there is an incoming call, the following details of the call are displayed in the CRM.phone toolbar:

   

   • The line the call is received on
   • The call's status ("Ringing")
   • The caller's telephone number
   • The duration of the call. This field remains empty until you answer the call
2. Click (Answer call).

   The connection is established.

To answer calls in the CRM.phone dialog box:

1. Click (CRM.phone dialog box) in Aurea CRM.

   The CRM.phone dialog box is displayed.

2. The following information is displayed for incoming calls:

   

   • The line the call is received on
   • The call's status (in this case "Ringing")
   • The caller's telephone number
   • The duration of the call.
   • Details on the caller if the caller's number is stored in the telephone book, call history or Aurea CRM database.
3. Click (Answer) or select Phone  Answer call from the menu.