You can work with incoming and outgoing calls in Bitrix24 Telephony. The call form automatically appears on the screen.
The call form
How to make calls from the browser and desktop app
You can make calls in three ways:
- from CRM
- using the dialer in the chat panel
- from chat rooms with call notifications
Calls from CRM
Click on the phone number in the client form, the phone icon or the Call button in the activity form in the timeline.
To avoid opening the CRM form, you can click the phone icon in the kanban view.
Calls using the dialer
Click on the phone icon on the chat panel to open the dialer. Enter the number manually and click Call.
Calls from chat
Call a client from the chat with call notifications. If you were unable to answer the call, you will see a missed call notification in the chat. Click the customer's number in the chat to call back.
Telephony settings
How to call from the mobile app
You can make calls in three ways:
- from CRM
- using the dialer
- from chat rooms with call notifications
Calls from CRM
Go to the client form in the application. To do this, open the Menu section - CRM - Call - Call using Bitrix24.
To avoid opening the contact form, click on the phone icon in the kanban view and select Call using Bitrix24.
Calls through the dialer
If you want to call a new number, go to the Menu section - Call, enter the number and tap the phone icon.
Calls from chat rooms
Go to the chat list and open the chat with the customer you want to call. Tap the phone number and select Using Bitrix24.
How to receive incoming calls in browser and desktop app
To accept the call, click Answer in the call form, or Ignore it. The call you missed will be routed to the telephony user queue.
Configure queue groups
How to receive incoming calls in the mobile app
The call form on the mobile device has two views. If the Bitrix24 mobile app is closed during the call, you will see a regular call form. If you are working in the mobile app at the moment of the call, the Bitrix24 call form will be displayed.
How to handle calls on the phone
You can make calls from a phone in Bitrix24, receive incoming calls and transfer calls to other employees.
Sip phones settingsConnect Zoiper softphone to Bitrix24
Outbound calls
If you are calling from a browser or the desktop application, the call goes through the phone by default. Click the phone button to switch the call to the browser. If the button is blue, the call goes from the phone, and if the button is green, the call goes from the browser or the desktop app. To end the call on the phone, click Hang up.
Route an outgoing call from the phone to the browser
The left form: the call goes through the phone. The right form: the call goes through the browser.
Incoming calls. An incoming call is going to the browser, desktop, mobile application and the phone at the same time. To answer the call, pick up the phone.
- The call form is a built-in tool for working with calls. It appears on the screen automatically for incoming and outgoing calls.
- You can make calls from CRM in the browser, mobile and desktop Bitrix24 application using the dialer in the chat panel, from the chat rooms with call notifications.
- If you miss a call, a notification will come to the chat. You can call back directly from the chat.
- There are two ways of communication in the mobile app: via your mobile operator (Call) and via Bitrix24 telephony (Call using Bitrix24).
- The appearance of the incoming call form in the mobile app may differ. It depends on whether the application is open or running in the background. The call will go via Bitrix24 in any case.
- If a phone is connected, the call will go via it by default. To switch the call to the browser, click on the phone icon. Blue color means that the call is coming from the phone, green color means that the call is coming from the browser or the desktop app.
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