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TAPI.NET

Efficient call workflow with ACT! 2006 - 2008
Author: CRMADDON Factory GmbH
Author's Site: www.crmaddon.com
Size: 528KB
License: Shareware
Rating:
Download: Download TAPI.NET
Efficient call workflow with ACT! 2006 - 2008
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More Info:

• Identify incoming calls and display a pop-up window with the contact’s record. • Use Scheduled Call Lists to clear the Activities after each call. This makes it almost effortless to maintain your database for both Scheduled Calls and Activities. • Use Skype for both inbound and outbound calls using just your computer, ACT! and TAPI.NET. • Create activities for unanswered incoming calls with the option to send it directly to your PDA if you have wireless synchronization (i.e. Blackberry handheld). • Schedule Activities in the future with a single click. Activities scheduled on a weekend will prompt you for a confirmation and give you the option to reschedule for the next business day. • Use your PBX or switchboard to identify and record external and internal calls. • Display a secondary contact’s information as part of the Call Contact pop-up window if it has been associated to the primary contact. Incoming Calls No headset When taking a call, a click of the mouse confirms the contact, starts the timer, displays the contact and creates a history. With headset Click on the contact to accept the call, start the timer and make a history entry. Do not accept The call is logged in the history and an activity (telephone call) created. Outgoing calls Scheduled call A call is scheduled directly from the To Do list in ACT! Clicking on the call opens the contact, disables the activity and creates a log. If the contact cannot be reached, the activity is postponed. Spontaneous call Make a spontaneous call from the contact, a Web site or an e-mail and automatically create a log. If the contact cannot be reached, a new activity is created. Incoming Calls No headset When taking a call, a click of the mouse confirms the contact, starts the timer, displays the contact and creates a history. With headset Click on the contact to accept the call, start the timer and make a history entry. Do not accept The call is logged in the history and an acti
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