Click to dial in PureConnect for Salesforce

Any phone number in Salesforce displays as a click-able link that places the call immediately when clicked and auto-associates that Salesforce record (for example, contact, lead, or account) to the call log, where applicable.

If Advanced Dialing is enabled, clicking the phone number link pre-populates the dial pad. To dial the number, click the phone icon.

Note: As the call dials, the link is temporarily gray to prevent duplicate calls.

Tip: The Advanced Dialing feature enables you to associate an Account Code and Workgroup with a call. If the CIC administrator appropriately configures Advanced Dialing in Interaction Administrator, you have the option of enabling or disabling this feature in PureConnect for Salesforce on a per user basis. Expanding the Advanced Dial section of the Make a Call dialog box enables the feature; collapsing this section disables it.