Inbound Phone Calls

Xander van Wyk

Created May 17, 2024

Inbound Phone Calls

How to receive inbound phone calls in Laminin

21
    d

Laminin Demo

16 Steps
1

In order to receive inbound calls there are 2 requirements:1. Inbound calls must be configured by Laminin on your PBX to route your inbound calls correctly2. Your Laminin pr will need to be correctly configured by the System Administrator to enable inbound calls

2

Click on the Phone Status icon

Click on the Phone Status icon
3

Click on Available to make yourself available to receive calls

Click on Available to make yourself available to receive calls
4

When an inbound call comes in the phone will pop up in the bottom left corner of Laminin

When an inbound call comes in the phone will pop up in the bottom left corner of Laminin
5

Click on Accept

Click on Accept
6

Laminin will open up the client's Contact profile

If it is an existing contact Laminin will open the contact. If it is an unknown contact Laminin will create a new contact.

Laminin will open up the client's Contact profile
7

You can now open an existing case if you want to add this call to an existing case

You can now open an existing case if you want to add this call to an existing case
8

The call and call recording is now added to this case

The call and call recording is now added to this case
9

Alternatively you can click on New Case (No Call) which will open up a new case

Alternatively you can click on New Case (No Call) which will open up a new case
10

The call and call recording is now added to this new case

The call and call recording is now added to this new case
11

11. When you are done with the conversation, click on the red "end call" button

11. When you are done with the conversation, click on the red "end call" button
12

Select the appropriate call disposition

In this example we are opening a case for this client

Select the appropriate call disposition
13

Click on Confirm

Click on Confirm
14

You can review this call by opening the client in Contacts

You can review this call by opening the client in Contacts
15

Once open, click on Open Case

Once open, click on Open Case
16

Under Case Events you can click on Calls to see call details

Under Case Events you can click on Calls to see call details
Well done!
Create how-to guides like this in a snap. Get Tango now.