A comprehensive guide on utilizing our new phone system, including steps for transferring calls, selecting outbound numbers, and adding call notes.

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Table of Contents

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Opening Aircall

Open the Start menu, type "Aircall," and click the application to launch it.

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Transferring Calls

  1. Click Transfer
  2. Type the name of the person you want to transfer to
  3. Choose “Talk first” or “Transfer now”
    1. "Talk first" - This allows you to speak with the person you're transferring to before sending the call.
    2. "Transfer now" - This immediately transfers the call without allowing you to speak with the recipient first.

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Outbound Number

When making a call, you'll see a dropdown menu displaying all phone numbers associated with your account. Note: This primarily applies to CCG and Onboarding staff members.

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Notes

During a call, you can add notes directly within the call interface. These notes will be visible in the call history when you view the specific call record.

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