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- Select the call details and Salesforce objects that are automatically displayed with inbound , outbound, and internal callswhen Noojee CTI Pops a screen.
- A assign a softphone layout to a user profile
Noojee currently only supports popping softphone layouts for inbound calls.
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Navigate to the Salesforce Setup menu
Search for 'Softphone Layouts'.
Select Softphone Layouts
Click Continue on the 'Say Hello...' screen.
Note: a 'Standard Softphone Layout' may already exist in which case you don't need to add a new one.
Simply edit the existing layout and mark it as the default layout.
otherwise:
Click 'New'
Enter a Name for Call Centersthe Softphone layout e.g 'Service Team' or 'Sales Team'.
If desired mark it as the 'Is Default Layout'.
Select the 'Call Type' Inbound.
Make any changes necessary for Inbound layouts.
Save when done.