OneCloud Connect Extension: How to Setup
OneCloud Connect Extension: How to Setup
This Guide will go over the general setup of our OneCloud Connect Extension as well as go over key features such as click-to-dial, call history, CRM screen pops, etc.
Please Note: This product can be downloaded via the chrome webstore and only usable through Chrome or Edge browsers.
1. Installing the Extension
a. Downloading it via the Chrome webstore
2. Pinning Extension for Ease Accessibility
3. Sign In using your UCaaS Login
4. Navigate the Extension
Functions to Highlight:
Call History - This will be synced from your OneCloud Connect Application allowing you to have access to see inbound, outbound, and missed calls.
Contacts: Similar to Call History; Contacts is synced from the OneCloud Connect Application allowing you to do outbound calling directly to the contact.
Meetings: Any Meetings Scheduled through OneCloud Connect will appear under the meetings tab
Features To Highlight:
Click-to-Dial: Allows for direct calling of a phone number from the browser
Screen Pop: When an inbound call comes in this will launch the CRM in another tab and search for a contact via the Caller ID.
Please Note: This product does not support outbound calling directly from the extension. The extension will route the call to be taken based off the answering rules in the UCaaS portal or the Default Device set in Settings.
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