First log in to Salesforce. If your company uses Single Sign On (SSO), you can log in from the Virtual Office application panel.
Make sure that your softphone or desk phone is connected and logged in.
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The Virtual Office for Salesforce Application’s Communication Panel has three tabs and a dropdown menu. The Phone Tab gives you access to the dial pad. The Call Log Tab provides a view of recent call activity. The Directory Tab lists company and Salesforce contacts. The Menu allows you to change settings, access help, and more.
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Making and Receiving Calls
You can make a call in two ways: dial the number in the Phone Tab, or click on the Outbound Phone Icon when hovering over a contact’s name in the Directory tab.
When receiving a call, an inbound call panel will appear. Click Accept to answer the call or Decline to reject.
Call Log and Follow-Up
When your call ends, Virtual Office for Salesforce automatically creates a call log to help you organize your call details. If your call is unassigned, you will be moved to the Assign tab to assign your call to a new or existing contact.
If your call is assigned, you will be moved to the Notes page where you can add additional information regarding the call.
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