Telephone Integration
This category contains all of the information regarding integrating phone calls with P3.
Getting Started
- Read First
- Call Summary Dashboard
- Telephone - Common Issues and Troubleshooting
- Telephone - Equipment & Browser Setup
- Telephone Checklist
- Telephone Module: Interoffice Calling
General Settings - Incoming Calls - General Display
- General Settings - Incoming Calls - General Display - Overview
- Incoming Call Display
- Display On-Hold Button
- Display Call Time
- Display Customer Record Icon
- Call Display Order Preference
General Settings - Incoming Calls - Caller Color Coding
- General Settings - Incoming Calls - Caller Color Coding - Overview
- Active Service Agreement Customer Color Code
- Customer Without Service Agreement Color Code
- Unknown Caller Color Code
- Do Not Service Color Code
- Unanswered Call, Calls Again Color Code
General Settings - Incoming Call Actions
- General Settings - Incoming Call Actions Overview
- Telephone Integration: Extensions
- Make Call Disposition Required
- Set Lead Source based on Incoming Telephone Number
- Allow Technicians to Listen to Recorded Calls
- Automatically Record Calls
General Settings - Unanswered Calls
Other Settings
Dashboard Reports
- Total Minutes
- Top 5 Call Revenue
- Call Dispositions
- CSR Call Volume
- Incoming Call Source
- CSR Call Time