How To Set Up Your Communication Platform (C2C)

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    [slug] => how-to-set-up-your-communication-platform
    [articleid] => 120
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    [subject] => How To Set Up Your Communication Platform (C2C)
    [description] => <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><strong>Articles which might be useful for you:</strong><a href="https://crm.podcator.com/knowledge-base/article/click2call-user-guide"><strong><br>Click to call user guide</strong></a></span></p>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Before you start the integration, make sure you've got your softphone set (usually it's Microsip). Make sure to set up exactly your VoiP provider, each provider has their own requrements.</span></p>
<hr>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">Setting the Voip Provider</span></span></p>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">1. Head over to the "<span style="color:#3366ff;"><strong>Click2Call</strong></span>" in the left menu. Choose the "<span style="color:#3366ff;"><strong>Settings</strong></span>" and choose your provider.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-133803.png" width="512" height="418" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">2. Fill in the fields your provider has sent to you. Make sure to enable your integration.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-133947.png" width="828" height="199" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">3. Press the "<span style="color:#3366ff;">Save settings</span>" button at the bottom right corner of the page to apply the changes.</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/saveSettingsButton%20copy%201.png" width="146" height="44" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">Setting the Agent Numbers</span></span></p>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">WAY 1</span></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">1. Head over to the "<span style="color:#3366ff;"><strong>Click2Call</strong></span>" in the left menu. Choose the "<span style="color:#3366ff;"><strong>Agent Numbers</strong></span>" and press on the "<span style="color:#3366ff;"><strong>New Agent Number</strong></span>" .&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-134532.png" width="960" height="312" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">2. Fill in the required fields marked with <span style="color:#ff0000;">*</span> and activate the status of the agetn's number. Press on "<span style="color:#3366ff;"><strong>Save</strong></span>" to save the permissions.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-134730.png" width="443" height="372" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">WAY 2</span></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the settings panel on the left side of the screen.</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">2. Go to "<strong><span style="color:#0000ff;">Staff</span></strong>".</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Staff%20CRM.png" width="250" height="176" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">3. Once inside "<strong><span style="color:#0000ff;">Staff</span></strong>" find the user you want to change the option for and press "<strong><span style="color:#0000ff;">View</span></strong>".</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Option%20In%20Staff%20CRM.png" width="400" height="371" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">3. Press on "<strong><span style="color:#0000ff;">Click2Call</span></strong>" and then to "<strong><span style="color:#0000ff;">Add Agent Number</span></strong>".</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-135811.png" width="811" height="406" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">1. Fill in the required fields marked with * and activate the status of the agetn's number. Press on&#160;"<span style="color:#3366ff;"><strong>Save</strong></span>" to save the permissions.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-134730.png" width="443" height="372" alt=""></span></p>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"></span></p>
<p style="text-align:center;"></p>
<p style="text-align:center;"></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><strong><span style="font-size:18pt;color:#ff0000;">C2C requirements by a Sysytem</span></strong></span></p>
<div class="gateway-header"><hr>
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Twilio Voice Call<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Twilio voice call integration enables two-way communication with your customers. Phone numbers must be in&#160;<a href="https://www.twilio.com/docs/glossary/what-e164" target="_blank" rel="noreferrer noopener">E.164</a>&#160;format.&#160;<a href="https://support.twilio.com/hc/en-us/articles/223183008-Formatting-International-Phone-Numbers" target="_blank" rel="noreferrer noopener">Learn more</a>&#160;about phone number formatting. View the&#160;<a href="https://zonvoir.com/lead_manager/Api's-document" target="_blank" rel="noreferrer noopener">API documentation</a>&#160;for integration details.</span></p>
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<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Call Recording</span>
<div class="tooltip-custom"><span style="font-family:verdana, geneva, sans-serif;"><i class="info-icon fas fa-info-circle"></i><span class="tooltip-text"></span></span></div>
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<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Enable</span></div>
<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Disable</span></div>
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<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Integration Status</span></div>
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<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Enable</span></div>
<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Disable</span></div>
<div class="radio radio-primary radio-inline"></div>
<div class="radio radio-primary radio-inline">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Octella<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Octella integration enables outbound calls via the Octella API. Configure your API credentials below.</span><br><span style="font-family:verdana, geneva, sans-serif;"><b>Note: Agent number is used as the employee phone number.</b></span></p>
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<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">API Key (Access Token) Virtual Number Group ID</span></div>
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<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span></div>
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<div class="gateway-description">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Omege Telecom</span></h4>
<p><span style="font-family:verdana, geneva, sans-serif;">Omega Telecom integration enables outbound calls via the Omega API. Configure your domain and credentials below.</span><br><span style="font-family:verdana, geneva, sans-serif;"><b>Note: Agent number is used as the source number (snumber).</b></span></p>
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<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span><br>
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<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Commpeak<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Commpeak integration enables seamless communication with your customers through the Commpeak telephony system. Configure your API credentials below to connect your CRM with Commpeak services.</span></p>
</div>
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<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">API Key <span style="font-size:12pt;">ID CRM System </span> <span style="font-size:12pt;">ID of the Client </span></span></div>
</div>
</div>
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<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Commpeak Status ENABLED</span>
<div class="tooltip-custom"></div>
<div class="tooltip-custom">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Voiso<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Voiso integration provides call center functionality for your CRM. Configure your connection details below.</span></p>
</div>
<div class="row">
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Voiso URL <span style="font-size:12pt;">CDR URL</span> <span style="font-size:12pt;">Voiso API Key</span> <span style="font-size:12pt;">CDR API Key </span></span></div>
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<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span><br>
<div class="toggle-switch"></div>
</div>
</div>
</div>
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</div>
</div>
</div>
</div>
</div>
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<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">SafeBit<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">SafeBit integration enables secure outbound calls via the SafeBit platform. Configure your domain and authentication token below.</span></p>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">SafeBit Domain <span style="font-size:12pt;">Auth Token </span></span></div>
</div>
</div>
</div>
</div>
<p style="text-align:left;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;">&#160;</span></p>
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">SquareTalk<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">SquareTalk integration enables voice calls through the SquareTalk platform. Configure your domain below.</span></p>
</div>
<div class="alert alert-info">
<h5><span style="font-family:verdana, geneva, sans-serif;"><i class="fa fa-shield"></i>&#160;IP Whitelisting Required</span></h5>
<p><span style="font-family:verdana, geneva, sans-serif;">Please contact SquareTalk support to whitelist your server's IP address for the integration to work properly.</span></p>
<div class="row">
<div class="col-md-8"><span style="font-family:verdana, geneva, sans-serif;">Server IP Address to whitelist: <span style="font-size:12pt;">SquareTalk Domain URL </span></span></div>
</div>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span><br>
<div class="toggle-switch"></div>
</div>
<div class="form-group">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">MMD<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">MMD integration provides voice calling capabilities through the MMD platform. Configure your login credentials below.</span></p>
</div>
<div class="row">
<div class="col-md-4">
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<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span></div>
<div class="form-group"></div>
<div class="form-group">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Coperato<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
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<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Coperato integration enables outbound calls via the Coperato platform. Configure your endpoint URL below.</span></p>
</div>
<div class="row">
<div class="col-md-8">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Coperato URL</span></div>
</div>
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<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span></div>
<div class="form-group"></div>
<div class="form-group">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">GlobalCall<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
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<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">GlobalCall click-to-call integration provides simple outbound calling functionality. No additional configuration required - just assign agent numbers to staff members and start making calls.</span></p>
</div>
<div class="row">
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<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span>
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<p style="text-align:center;"></p>
<hr><span style="font-family:verdana, geneva, sans-serif;"><strong style="color:#ff0000;font-size:18pt;text-align:center;">Receiving Call Logs&#160;</strong><span class="tooltip-text"></span></span></div>
<div class="tooltip-custom"><hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">1. To see all your call logs go to "<span style="color:#0000ff;">Call Logs</span>" in the settings panel on the left side of the screen.</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Call%20Logs%20CRM.png" width="250" height="136" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><span style="font-size:14pt;">2. <span style="font-size:14pt;">"<span style="color:#0000ff;">Call Logs</span>" this</span> is where you will receive all your call logs</span></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Call%20Logs%20Log%20CRM.png" width="600" height="233" alt=""></span></p>
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    [active_article] => 1
    [active_group] => 1
    [group_name] => Training and Educational Resources
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1

Array
(
    [0] => Array
        (
            [articleid] => 21
            [articlegroup] => 9
            [subject] => How to set up staff permissions
            [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations">
<div class="entry-content">
<p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4"></video></p>
<hr>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4>
<hr>
<h4></h4>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Invoices</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4>
<ul>
<li>View (Global) &#8211; All invoices.</li>
<li>View (Own) &#8211;&#160;Only invoices created by a staff member.</li>
<li>Create &#8211;&#160;Create invoices</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete<span>&#160;</span>&#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see invoices as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Invoices</strong><span>&#160;</span>the option &#8220;<strong>Allow staff members to view invoices where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as sale agent to the invoice.</p>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Estimates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4>
<ul>
<li>View (Global) &#8211; All estimates.</li>
<li>View (Own) &#8211;&#160;Only estimates created by the staff member.</li>
<li>Create &#8211;&#160;Create&#160;estimates</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete<span>&#160;</span>&#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see estimates as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Estimates</strong><span>&#160;</span>the option &#8220;<strong>Allow staff members to view estimates where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as sale agent to the estimate.</p>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Proposals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4>
<ul>
<li>View (Global) &#8211; All proposals.</li>
<li>View (Own) &#8211;&#160;Only proposals created by staff member.</li>
<li>Create &#8211;&#160;Create proposals</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<p>A staff member will be able to see proposals as well if in<strong><span>&#160;</span>Setup-&gt;Settings-&gt;Finance-&gt;Proposals<span>&#160;</span></strong>the option &#8220;<strong>Allow staff members to view proposals where they are assigned to</strong>&#8221; is set to<span>&#160;</span><strong>Yes<span>&#160;</span></strong>and the staff is added as assigned to the proposal.</p>
<p style="text-align:center;"><span style="color:#3366ff;font-size:18pt;"><strong>Expenses</strong></span></p>
<ul>
<li>View (Global) &#8211; All expenses.</li>
<li>View (Own) &#8211;&#160;Only expenses created by staff member.</li>
<li>Create &#8211;&#160;Create expenses</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Contracts</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4>
<ul>
<li>View (Global) &#8211; All contracts.</li>
<li>View (Own) &#8211;&#160;Only contracts created by the staff member.</li>
<li>Create &#8211;&#160;Create contracts</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Payments</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4>
<ul>
<li>View (Global) &#8211; All payments.</li>
<li>View (Own) &#8211; (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li>
<li>Create &#8211; Create payments &#8211; if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li>
<li>Edit &#8211; All (if have permission View Global for invoices ) and own based on invoices permission.</li>
<li>Delete &#8211; All (if have permission View Global for payments) and own based on invoices permission.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Projects</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;All projects</li>
<li>View (Own) &#8211; (Not applicable) If staff member doesn&#8217;t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li>
<li>Create &#8211; Create new projects</li>
<li>Edit &#8211; All (if have permission View Global ) and&#160;projects where a staff member is added as a project member</li>
<li>Delete &#8211; All (if have permission View Global ) and own</li>
</ul>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Tasks</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;All&#160;tasks</li>
<li>View (Own) &#8211; (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li>
<li>Create &#8211; Create new&#160;tasks</li>
<li>Edit &#8211; All (if have permission View Global ) and tasks where staff member is connected.</li>
<li>Delete &#8211; All (if have permission View Global ) and tasks where staff member is connected.</li>
</ul>
<p>In 1 occasion<span>&#160;</span><strong>staff member will be able to see other tasks</strong><span>&#160;</span>(if doesn&#8217;t have permission View Global for tasks) related to project where the<strong><span>&#160;</span></strong>staff member is added as project member only if in<span>&#160;</span><strong>Setup-&gt;Settings-&gt;Tasks</strong><span>&#160;</span>-&gt;&#160;<strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span>&#160;</span>is set to<span>&#160;</span><strong>YES</strong>.</p>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Customers</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4>
<ul>
<li>View (Global) &#8211; All customers.</li>
<li>View (Own) &#8211; (Not applicable) Based on<span>&#160;</span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li>
<li>Create &#8211;&#160;Create&#160;customers &#8211; If dont have permissions View (Global) the staff member will be auto added as customer admin.</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211;&#160;Delete customers &#8211; All (if have permission ) and own</li>
</ul>
<p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Items</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all items.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create items</li>
<li>Edit &#8211; Edit and manage all items.</li>
<li>Delete &#8211; All</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Knowledge Base</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all articles includes internal staff members articles.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;articles and groups</li>
<li>Edit &#8211; Edit and manage all articles and groups.</li>
<li>Delete &#8211; All</li>
</ul>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Goals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all&#160;goals.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create goals</li>
<li>Edit &#8211; Edit and manage all goals.</li>
<li>Delete &#8211; All</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Email Templates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all email templates</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create -Not applicable.</li>
<li>Edit &#8211; Edit and manage all email templates.</li>
<li>Delete &#8211;&#160;Not applicable.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Reports</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;<strong>View all reports</strong></li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create -Not applicable.</li>
<li>Edit &#8211; Not applicable.</li>
<li>Delete &#8211; Not applicable.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Roles</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all roles.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;roles.</li>
<li>Edit &#8211; Edit and manage all roles.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Settings (Setup-&gt;Settings)</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all settings.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable.</li>
<li>Edit &#8211; Update all settings.</li>
<li>Delete &#8211; Not applicable.</li>
</ul>
<h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Staff</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all staff members.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;new staff members.</li>
<li>Edit &#8211; Edit and manage all staff members.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Surveys</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4>
<ul>
<li>View (Global) &#8211;&#160;View all surveys.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Create&#160;newsurveys.</li>
<li>Edit &#8211; Edit and manage all surveys.</li>
<li>Delete &#8211; All.</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Bulk PDF Exporter</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4>
<ul>
<li>View (Global) &#8211; Staff member will be able to VIEW bulk PDF exporter feature in Utilities-&gt;Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable.</li>
<li>Edit &#8211; All (if have permission View Global ) and own</li>
<li>Delete &#8211; Not applicable</li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Leads</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4>
<p><strong>Note that the lead permission will be hidden if a staff member is marked as<span>&#160;</span>not staff member.</strong></p>
<ul>
<li>View (Global) &#8211; If this permission is<span>&#160;</span><strong>not</strong><span>&#160;</span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li>
<li>View (Own) &#8211; Not applicable.</li>
<li>Create &#8211; Not applicable &#8211;&#160;All staff can create leads, except members marked as<span>&#160;</span>not staff members</li>
<li>Edit &#8211; Not applicable &#8211;&#160;Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li>
<li>Delete &#8211; If not granted, the staff will be able to delete his own leads only.</li>
</ul>
<ul>
<li>Staff members that are<span>&#160;</span><strong>not admins can only see leads to whom are assigned</strong>,&#160;<strong>lead is created by staff member, or lead is marked as public</strong>.</li>
<li>Staff members that are<span>&#160;</span><strong>not admins can create and assign leads to all other staff members.</strong></li>
</ul>
<h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;"><strong>Other notes about permissions:</strong></span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4>
<ul>
<li><strong>Support Tickets</strong><span>&#160;</span>&#8211; By default only staff members that belong to the ticket department will be able to see tickets if in<span>&#160;</span><strong>Setup-&gt;Settings-&gt;Tickets</strong><span>&#160;</span>the option&#160;<strong>Allow staff to access the only ticket that belongs to staff departments</strong><span>&#160;</span>is set to<span>&#160;</span><strong>YES</strong>, otherwise will be able to see all tickets.</li>
</ul>
<p></p>
<p style="text-align:center;"><span style="color:#3366ff;">Artilcles you may find useful for you:&#160;<br><a href="https://crm.podcator.com/admin/knowledge_base/view/permissions-and-roles-management-guide" style="color:#3366ff;">Permissions and Roles Management Guide</a></span></p>
<p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/staff-management-user-guide" style="color:#3366ff;">Staff Management User Guide</a></span></p>
</div>
</article>
<section class="clearfix"></section>
            [slug] => staff-permissions-explained
            [active] => 1
            [datecreated] => 2023-06-08 09:56:32
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
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    [1] => Array
        (
            [articleid] => 24
            [articlegroup] => 9
            [subject] => Whatsapp Integration
            [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div>
<div class="steper_cl" style="text-align:center;"><hr></div>
<div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;">&#160;</span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div>
<div class="steper_cl" style="text-align:center;"><hr>
<p class="card__body">Navigate to the Messaging &gt; Senders &gt; WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p>
<hr>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p>
<p class="card__body"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p>
<hr>
<div class="steper_cl">
<div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div>
<div class="card__container"><hr><span style="font-size:12pt;"></span></div>
</div>
<p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -&gt; Senders -&gt; WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p>
<hr>
<p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p>
<div class="card__container">
<h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1>
<hr>
<p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p>
<hr>
<p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p>
<hr>
<p class="mb-2">2. Find a lead and click on his name.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p>
<hr>
<p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p>
<hr>
<p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p>
<hr>
<p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p>
<hr></div>
</div>
<div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div>
<div class="card__container" style="text-align:center;"><hr>
<p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p>
<hr><b></b></div>
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            [active] => 1
            [datecreated] => 2023-07-02 18:42:47
            [article_order] => 0
            [staff_article] => 0
            [wordpress_id] => 
            [wordpress_site_id] => 
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    [2] => Array
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            [articleid] => 32
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            [subject] => How To Add Balance To An Account
            [description] => <p style="text-align:center;"></p>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p>
<hr>
<p style="text-align:center;">1. Go to&#160;"<span style="color:#3366ff;">Manager Platform</span>" in the menu on the left side of the page.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p>
<hr>
<p style="text-align:center;">2. Choose the "<span style="color:#3366ff;">Users</span>" tab.</p>
<hr>
<p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
<hr>
<p style="text-align:center;">3. Press on "<span style="color:#3366ff;">View</span>" in the user's name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p>
<hr>
<p style="text-align:center;">3. Press on "<span style="color:#3366ff;">Balance</span>" in the trader's tab.</p>
<hr>
<p style="text-align:center;"></p>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p>
<hr>
<p style="text-align:center;">4. In the "<span style="color:#3366ff;">Choose account</span>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account.</p>
<p style="text-align:center;">Then, choose a currency.</p>
<p style="text-align:center;">Specify whether to Add or Remove.</p>
<p style="text-align:center;">Enter the amount you wish to adjust, and select a method.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p>
<hr>
<p style="text-align:center;">5. Click "<span style="color:#3366ff;">Update Balance</span>" to initiate the operation.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p>
<hr>
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<hr>
<p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE PLATFORM</span></strong></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;">1.</span><span style="font-size:14pt;"> Press on the "<span style="color:#3366ff;">Manager</span>" tab on the left side menu.</span></p>
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<p style="text-align:center;"><span style="font-size:14pt;">2. In the top row click "<span style="color:#3366ff;">Users</span>".</span></p>
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<hr>
<p style="text-align:center;"><span style="font-size:14pt;">3. Choose a user and find the "<span style="color:#3366ff;">Edit profile</span>" grey button in the top right corner.</span></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="706" height="107" alt=""></p>
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<hr>
<p style="text-align:center;"><span style="font-size:14pt;">4.Go to "<span style="color:#3366ff;">Profile</span>" and press "<span style="color:#3366ff;">Subscription</span>" to select the plan. You can also update the expiration date in "<span style="color:#3366ff;">Expires In</span>"</span>.</p>
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<hr>
<p style="text-align:center;"><span style="font-size:14pt;">5. Scroll down and click on "<span style="color:#3366ff;">Submit</span>" button.</span></p>
<hr>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Universal%20Submit%20Button%20Platform.png" width="250" height="50" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p>
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            [description] => <p style="text-align:center;"><video width="742" height="371" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20add%20stocks%20info1.mp4" type="video/mp4"></video></p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/website/stocks%202.mp4" alt=""><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p>
<hr>
<p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"Traders"</span> tab in the left menu.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p>
<hr>
<p style="text-align:center;">2. Find a client and click on <span style="color:#3366ff;">"View"</span> under their name.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="699" height="120" alt=""></p>
<hr>
<p style="text-align:center;">3. Select the <span style="color:#3366ff;">"Summary"</span> category in the left column.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummary.png" width="307" height="186" alt=""></p>
<hr>
<p style="text-align:center;">4. Click on "<span style="color:#3366ff;">Settings</span>" tab.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettings.png" width="326" height="107" alt=""></p>
<hr>
<p style="text-align:center;">5. Find "<span style="color:#3366ff;">Show Stocks</span>" row in the "<span style="color:#3366ff;">Trading Settings</span>" column on the right. Toggle it on/off depending on your needs.</p>
<hr>
<p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettingsShowStocks.png" width="316" height="312" alt=""></p>
<hr>
<p style="text-align:center;">6. Check if the button works on the platform. If it doesn't work, you may need to refresh the page or log out and log in again.&#160;</p>
<hr>
<p></p>
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            [datecreated] => 2024-01-25 12:56:07
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)

How To Set Up Your Communication Platform (C2C)

1

1

1

1

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                    <h1
                        class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700">
                        How To Set Up Your Communication Platform (C2C)                    </h1>
                    <div class="tc-content kb-article-content tw-text-neutral-700">
                        <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><strong>Articles which might be useful for you:</strong><a href="https://crm.podcator.com/knowledge-base/article/click2call-user-guide"><strong><br>Click to call user guide</strong></a></span></p>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Before you start the integration, make sure you've got your softphone set (usually it's Microsip). Make sure to set up exactly your VoiP provider, each provider has their own requrements.</span></p>
<hr>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">Setting the Voip Provider</span></span></p>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">1. Head over to the "<span style="color:#3366ff;"><strong>Click2Call</strong></span>" in the left menu. Choose the "<span style="color:#3366ff;"><strong>Settings</strong></span>" and choose your provider.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-133803.png" width="512" height="418" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">2. Fill in the fields your provider has sent to you. Make sure to enable your integration.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-133947.png" width="828" height="199" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">3. Press the "<span style="color:#3366ff;">Save settings</span>" button at the bottom right corner of the page to apply the changes.</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/saveSettingsButton%20copy%201.png" width="146" height="44" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">Setting the Agent Numbers</span></span></p>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">WAY 1</span></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">1. Head over to the "<span style="color:#3366ff;"><strong>Click2Call</strong></span>" in the left menu. Choose the "<span style="color:#3366ff;"><strong>Agent Numbers</strong></span>" and press on the "<span style="color:#3366ff;"><strong>New Agent Number</strong></span>" .&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-134532.png" width="960" height="312" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">2. Fill in the required fields marked with <span style="color:#ff0000;">*</span> and activate the status of the agetn's number. Press on "<span style="color:#3366ff;"><strong>Save</strong></span>" to save the permissions.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-134730.png" width="443" height="372" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;">WAY 2</span></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the settings panel on the left side of the screen.</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">2. Go to "<strong><span style="color:#0000ff;">Staff</span></strong>".</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Staff%20CRM.png" width="250" height="176" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">3. Once inside "<strong><span style="color:#0000ff;">Staff</span></strong>" find the user you want to change the option for and press "<strong><span style="color:#0000ff;">View</span></strong>".</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Option%20In%20Staff%20CRM.png" width="400" height="371" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">3. Press on "<strong><span style="color:#0000ff;">Click2Call</span></strong>" and then to "<strong><span style="color:#0000ff;">Add Agent Number</span></strong>".</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-135811.png" width="811" height="406" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">1. Fill in the required fields marked with * and activate the status of the agetn's number. Press on&#160;"<span style="color:#3366ff;"><strong>Save</strong></span>" to save the permissions.&#160;</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/victor-support/250924-134730.png" width="443" height="372" alt=""></span></p>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"></span></p>
<p style="text-align:center;"></p>
<p style="text-align:center;"></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><strong><span style="font-size:18pt;color:#ff0000;">C2C requirements by a Sysytem</span></strong></span></p>
<div class="gateway-header"><hr>
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Twilio Voice Call<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Twilio voice call integration enables two-way communication with your customers. Phone numbers must be in&#160;<a href="https://www.twilio.com/docs/glossary/what-e164" target="_blank" rel="noreferrer noopener">E.164</a>&#160;format.&#160;<a href="https://support.twilio.com/hc/en-us/articles/223183008-Formatting-International-Phone-Numbers" target="_blank" rel="noreferrer noopener">Learn more</a>&#160;about phone number formatting. View the&#160;<a href="https://zonvoir.com/lead_manager/Api's-document" target="_blank" rel="noreferrer noopener">API documentation</a>&#160;for integration details.</span></p>
</div>
<div class="row">
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Account SID <span style="font-size:12pt;">Auth Token </span> <span style="font-size:12pt;">Twilio Phone Number </span> <span style="font-size:12pt;">TwiML App SID</span></span></div>
</div>
</div>
<div class="row">
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Call Recording</span>
<div class="tooltip-custom"><span style="font-family:verdana, geneva, sans-serif;"><i class="info-icon fas fa-info-circle"></i><span class="tooltip-text"></span></span></div>
<div class="radio-group">
<div class="radio radio-primary radio-inline">
<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Enable</span></div>
<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Disable</span></div>
<div class="radio radio-primary radio-inline"></div>
</div>
</div>
</div>
</div>
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Integration Status</span></div>
</div>
</div>
</div>
</div>
<div class="radio radio-primary radio-inline">
<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Enable</span></div>
<div class="radio radio-primary radio-inline"><span style="font-family:verdana, geneva, sans-serif;">Disable</span></div>
<div class="radio radio-primary radio-inline"></div>
<div class="radio radio-primary radio-inline">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Octella<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Octella integration enables outbound calls via the Octella API. Configure your API credentials below.</span><br><span style="font-family:verdana, geneva, sans-serif;"><b>Note: Agent number is used as the employee phone number.</b></span></p>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">API Key (Access Token) Virtual Number Group ID</span></div>
</div>
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span></div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="gateway-description">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Omege Telecom</span></h4>
<p><span style="font-family:verdana, geneva, sans-serif;">Omega Telecom integration enables outbound calls via the Omega API. Configure your domain and credentials below.</span><br><span style="font-family:verdana, geneva, sans-serif;"><b>Note: Agent number is used as the source number (snumber).</b></span></p>
</div>
<div class="row">
<div class="col-md-3">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Domain <span style="font-size:12pt;">Username </span> <span style="font-size:12pt;">Password </span></span></div>
</div>
<div class="col-md-3">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span><br>
<div class="toggle-switch"></div>
</div>
</div>
</div>
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Commpeak<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Commpeak integration enables seamless communication with your customers through the Commpeak telephony system. Configure your API credentials below to connect your CRM with Commpeak services.</span></p>
</div>
<div class="row">
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">API Key <span style="font-size:12pt;">ID CRM System </span> <span style="font-size:12pt;">ID of the Client </span></span></div>
</div>
</div>
<div class="row">
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Commpeak Status ENABLED</span>
<div class="tooltip-custom"></div>
<div class="tooltip-custom">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Voiso<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Voiso integration provides call center functionality for your CRM. Configure your connection details below.</span></p>
</div>
<div class="row">
<div class="col-md-6">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Voiso URL <span style="font-size:12pt;">CDR URL</span> <span style="font-size:12pt;">Voiso API Key</span> <span style="font-size:12pt;">CDR API Key </span></span></div>
</div>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span><br>
<div class="toggle-switch"></div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">SafeBit<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">SafeBit integration enables secure outbound calls via the SafeBit platform. Configure your domain and authentication token below.</span></p>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">SafeBit Domain <span style="font-size:12pt;">Auth Token </span></span></div>
</div>
</div>
</div>
</div>
<p style="text-align:left;"><span style="color:#3366ff;font-family:verdana, geneva, sans-serif;">&#160;</span></p>
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">SquareTalk<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">SquareTalk integration enables voice calls through the SquareTalk platform. Configure your domain below.</span></p>
</div>
<div class="alert alert-info">
<h5><span style="font-family:verdana, geneva, sans-serif;"><i class="fa fa-shield"></i>&#160;IP Whitelisting Required</span></h5>
<p><span style="font-family:verdana, geneva, sans-serif;">Please contact SquareTalk support to whitelist your server's IP address for the integration to work properly.</span></p>
<div class="row">
<div class="col-md-8"><span style="font-family:verdana, geneva, sans-serif;">Server IP Address to whitelist: <span style="font-size:12pt;">SquareTalk Domain URL </span></span></div>
</div>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span><br>
<div class="toggle-switch"></div>
</div>
<div class="form-group">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">MMD<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">MMD integration provides voice calling capabilities through the MMD platform. Configure your login credentials below.</span></p>
</div>
<div class="row">
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">MMD Login M<span style="font-size:12pt;">MD Token </span></span></div>
</div>
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span></div>
<div class="form-group"></div>
<div class="form-group">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">Coperato<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">Coperato integration enables outbound calls via the Coperato platform. Configure your endpoint URL below.</span></p>
</div>
<div class="row">
<div class="col-md-8">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Coperato URL</span></div>
</div>
<div class="col-md-4">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span></div>
<div class="form-group"></div>
<div class="form-group">
<div class="gateway-header">
<h4 class="panel-title" style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;">GlobalCall<span class="pull-right"><i class="fas fa-chevron-down"></i></span></span></h4>
</div>
<div class="panel-collapse collapse in">
<div class="gateway-content">
<div class="gateway-description">
<p><span style="font-family:verdana, geneva, sans-serif;">GlobalCall click-to-call integration provides simple outbound calling functionality. No additional configuration required - just assign agent numbers to staff members and start making calls.</span></p>
</div>
<div class="row">
<div class="col-md-12">
<div class="form-group"><span style="font-family:verdana, geneva, sans-serif;">Status ENABLED</span>
<div class="tooltip-custom" style="text-align:center;">
<p style="text-align:center;"></p>
<hr><span style="font-family:verdana, geneva, sans-serif;"><strong style="color:#ff0000;font-size:18pt;text-align:center;">Receiving Call Logs&#160;</strong><span class="tooltip-text"></span></span></div>
<div class="tooltip-custom"><hr>
<p style="text-align:center;"><span style="font-size:14pt;font-family:verdana, geneva, sans-serif;">1. To see all your call logs go to "<span style="color:#0000ff;">Call Logs</span>" in the settings panel on the left side of the screen.</span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Call%20Logs%20CRM.png" width="250" height="136" alt=""></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><span style="font-size:14pt;">2. <span style="font-size:14pt;">"<span style="color:#0000ff;">Call Logs</span>" this</span> is where you will receive all your call logs</span></span></p>
<hr>
<p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Call%20Logs%20Log%20CRM.png" width="600" height="233" alt=""></span></p>
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IN THE CRM

1. Go to the "Traders" tab in the left menu.



2. Find a client and click on "View" u...
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