When the call is performed – both for incoming & outgoing calls – the system searches for this phone number in Bitrix24 CRM database. In case you’ve specified this number in the client’s details (Phone field), the call will be automatically bound to the found CRM record. You will see the associated CRM entity's details in the call window:
- client name
- responsible person
- current activities
- comment, deal & invoice options
- call actions tabs: call transfer, pause, recording on/off
Call transfer to another user
In Bitrix24, you can transfer a call you have already picked up to another user directly in the call window:
If you are using a SIP phone, you can transfer the call to another user via the device itself:
- put the client's call on hold;
- dial internal number of another user (employee or sales agent);
- check the connection & make sure another user is ready to pick up the call (optional);
- turn on the conference call mode;
- finish call on your side (hang up).
Bitrix24 supports call transfers both in a browser or the desktop app. Call transfers from SIP phone to SIP phone, from messenger to SIP phone, and from SIP phone to messenger are also supported.
Stop audio recording, pause call
You can stop and continue audio recording during conversation. Use the pause button & your client will listen to music tune until you'll be able to continue conversation.
Create deal or invoice
Use Deal or Invoice buttons to create a new deal or invoice before the call ends. You'll be redirected to the new browser tab where you can quickly add a new deal or issue an invoice.
Also, you can add comments to the call by clicking on the Comment button.
