Points to remember before using click to dial:

Please make sure that your chirp application is updated before using click to dial. Please see the link below on where to download latest updated chirp software:

Chrip version 2.9.3

How to update chirp

Make sure that you have logged in from Chirp first before attempting to call. Ensure that the status of your chirp application is Logged in and is currently "on outbound." If you have not logged in and set the status on outbound, you will receive a message saying not Implemented or it will cause the whole application to freeze and it would be hard to restart.) so this is an essential step that must be performed.

Logging in to Chirp and click to dial in CRM.

1. We advise that you log in to Chirp first before opening CRM you log in to chirp first. If you have opened the CRM before chirp it's still fine but as long as you remember that once you log in, it will open a pop-up message asking for a description.

2. When that happens, you can just add notes that it's for logging in an click done. This also happens whenever you change the status of your chirp from Ready for Call to anything else and vice versa.

1. Making a call:

1. When starting to call, first log in to CRM, go to your leads page, select a record and be ready to call.

2. Check the call button if it is lit up in green as illustrated below. If you see that it is not lit up in green please let me know right away.

3. To proceed to call, check the number that you are calling first to ensure that the proper format for the number is correct. If the number start with an (04 or +614, 1300 or 1800) make sure to edit the number and add an 02 for NSW and ACT, 03 for VIC and TAS and 07 for QLD. There are some records that these numbers are already added but some are not added yet.

4. To add the number point your mouse cursor to the number and until the pencil icon appears then click on the pencil icon and add the corresponding area code to the front of the number. if the number starts with +614 please replace the +61 with a zero, see example below

5. To make a call, click on the green icon. A small screen will pop-up as illustrated below. Please note that there might be a few seconds of delay from the pop-up to appear and for the phone to ring, just make sure that you look out for the pop-up message at the bottom of the screen and wait for it to appear. Finally check if the record name on the Pop-up if you are dialling the correct record.

II.  Ending and logging the call.

1. After making the call, there are instances that you need to end it based on the situation, it is advised that you wait for the receptionist to hung up first but if a few seconds go by and the receptionist or DM does not hang up or is clearly not in the line anymore, you can now end the call. To end the call you just need to click the end button on the call pop-up as illustrated below.

2. After ending the call, the pop-up message will change and will display "Call Disposition"

3. Enter your notes regarding the call, if its no contact, then just put no contact.

4. If you ever need to create a follow-up tasks, this is the best time to do so. Simply click on the Add button next to the follow-up action. To learn how to create a follow-up please refer to creating a follow-up on the LMS

5. After writing your notes click on Done, Please note that you are not able to click on Done if you do not put any notes in the Description Field.

6. After clicking done, you will see the lead page again and then you have to log the call normally- To review how to log calls, please refer to how to log call document in the marketing collateral.

III. Muting the call or placing the line on hold.

When you are currently on the call, there are instances that you might need to put the person on the other line on Mute, especially when you cough or sneeze or put them on hold (not recommended). For Mute just press the microphone icon and for hold just press the 2 bars or the pause icon as illustrated below. You will know if you are on mute or hold when any of those buttons are lit up it Red

Common Issues and Troubleshooting:

1. There is no pop-up on my CRM when I make a call?

Resolution: On the CRM go to the bottom right and click on the gear Icon and make sure that a check mark is next to "Show call popup in Zoho CRM"

 Resolution: