Make a conference call in PureConnect for Salesforce

You can create immediate conference calls by merging active calls together. While on a conference call, you can mute yourself, place the other participants on hold, or disconnect from the conference.

As long as more than one party remains in the conference, the conference call persists even when the person who started the call leaves. When one party remains, the conference ends.

Prerequisite:  To create a conference, you must have more than one active call.

1. In the interactions view, click and drag one call onto another call.

   

2. Click Conference.

   

   A Conference interaction shows in the view, with the number of connected participants.

3. To view the call log, click the pencil on the conference interaction.

   Note: Call logs for the original calls are in Salesforce under Reports > Call Center Reports. CIC logic determines if an existing call log becomes the conference call log or if a new call log is created for the conference.

4. To leave the conference, click Disconnect. The call is still active for the other participants.

5. To add another caller, click and drag another active call onto the conference.