When I use click-to-call, the call is being placed to another sales rep's softphone instead of mine. Why?
If you have entered your organization's RingCentral number to Login instead of your direct RC number, then you will face this issue.
Any outgoing call is first placed to RingCentral and then the destination number. When you enter your organization's number, the call is made to this number in round robin or according to the configurations set for any incoming call. As a result, other sales reps receive calls on their softphones.
To avoid this, make sure you log in using your direct RingCentral number instead of the toll-free organization's number.
Related Articles
When should I use multiple sales pipelines?
If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...
Is multiple sales pipeline same as a sales funnel?
The terms sales pipeline and sales funnel are often used interchangeably due to their similarities. However, there is a difference between the two: A sales funnel gives a visual representation of the sales pipeline and displays the number of leads ...
When I click to make an outgoing call from Zoho CRM, the RingCentral softphone shows an Incoming call. Why?
RingCentral is an agent through which calls are made and received. So when you click on call to make an outgoing call from Zoho CRM, the call is first made to the softphone and then to the destination number. Hence the softphone shows this call as an ...
Assess the outgoing call quality of the sales agents
Industry: Insurance | Feature: Workflow Rule | Integration: Zoho Survey and Telephony | Edition: Enterprise Scenario Maria, a sales manager at an insurance company, heads a team of five sales agents. The team offers assistance via phone to ...
Remote Sales Office
When your team is working from the same office, it is easy to walk up to the coworkers and discuss important details or inform them about a client visit, you can also gather them for a quick meeting. However, when your team members are working ...