Introduction The CRM Connect client integrates your BroadSoft service with a variety of business applications to provide a more effective and intuitive work environment for your team. You can use CRM Connect to easily manage key telephony features like do not disturb, call forwarding, and mobility settings. Note: CRM Connect is a click-to-dial client not a softphone client meaning it …
Enterprise Portal: Modify Call Queues
What you need to know Call queues temporarily hold calls in the cloud when all users (agents) assigned to receive calls from the queue are unavailable. Queued calls are routed to an available agent when he/she is no longer on an active call. Each call queue is assigned a Lead Number, which is a telephone number outside callers can dial …
Enterprise Portal: Assign Telephone Numbers and Phones to a User
What you need to know This article covers how to assign telephones and phone numbers to users. Administrators are responsible for assigning phone numbers and phones to users. Because users won’t be able to place or receive calls until they’ve been assigned a phone number and a phone, this is a critical step. Assign telephones/phone numbers to users Gather the …
Enterprise Portal: Assigning Applications to Users
What you need to know Assigning applications to users allows them to download and use mobile and desktop applications. Administrators can assign these to users when they are initially set up as a user in the Enterprise Portal, or they can assign to a user after the user is already set up. In this guide, we’ll review the steps for …
Enterprise Portal: Auto Attendant
What you need to know Auto attendants are used to route calls to various destinations, employees within your company, specific groups of employees, voicemail, or other outside numbers. They provide callers with your company greeting and dialing menu options. Each auto attendant is assigned a unique 10-digit number for identification and setup purposes. The auto attendant has two modes, one …
Enterprise Portal: Changing Lead Numbers
What you need to know Lead Numbers are phone numbers associated with your business that callers dial to reach Auto Attendants, Hunt Groups, Call Queues, Call Centers, Meet-Me Conferences and/or Group Paging groups. In many cases lead numbers represent your business’ “main number.” This article provides instructions for modifying lead numbers that have been assigned to your account. Feature Prerequisites …
Enterprise Portal: Configuring Voicemail
What you need to know Administrators can set up and modify a user’s voicemail and fax messaging options. With this feature, users users can retrieve voice and fax messages via the end user portal. Voicemails are sent in .wav format, and faxes are sent in .tiff format. Optionally, notifications can be sent to a mobile phone via text or email. …
Enterprise Portal: Configuring Sharing
What you need to know You can configure Shared Call Appearance on a physical phone. This will enable users to receive calls placed to another user’s extension (from their own phone), to place calls from another user’s extension, and to see the status of that extension from the line key on their own phone. An example of this is an …
Enterprise Portal: Device Management
What you need to know The device management portion of the Enterprise Portal provides a centralized way of managing and maintaining the inventory of phones. Help Topics A View a List of Devices B View Line Status and Details C Management Tool for Line Appearances D Manually Add or Remove a Device E Export List of Devices A. View a …
Enterprise Portal: Modify Hunt Groups
What you need to know Hunt groups are used to ring specific groups of users in a pre-determined pattern within or across locations when a call is made to the hunt group telephone number. When your service is set up, hunt groups are assigned default settings. However, at the administrator’s discretion, the following items can be modified within the Enterprise …