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Placetel CTI für Salesforce

Navigation: Make Phone Calls

Outgoing Calls

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Placetel CTI für Salesforce® provides multiple options to make an outgoing call dependent on the application your are using. The option Dial with an Hotkey should work in any application.

 

All available options are:

 

 

Dial within Salesforce

Dial from a campagin

Dial using a Hotkey

Dial using the telephone set  - the dialled address will be displayed

 

 

By default, the icon is not visible on Vista and Windows 7 in the notification area. To show the icon for Placetel CTI für Salesforce® in the system tray, click on the up arrow. Click on Customize.

 

 

This will open the Notification Area Icons control panel item. Select the icon for  Placetel CTI für Salesforce® and in the pick list select: Show icon and notification.