*To access the settings that are vici-Dial your bank account have to have enrolled in a telephone system integration with financial obligation Pay professional. They may be achieved at their particular e-mail: sales@
Initially enable API access and set a password that is secure each Freevoice individual.
- Log on to the Admin Portal of one’s Freevoice PBX telephone system, then head to PBX PBX Setup.
- Beneath the General section, mouse click User Portal Settings.
- The user you are editing on the right-hand side, click.
- Scroll down seriously to the bottom that is very check out the enable API field and put a secure API code for the API Permissions.
- The API Password should never include any characters that are special areas.Only utilize Uppercase/Lowercase Letters and Numbers.
- Perform for every individual.
With debt Pay professional, go right to the Admin Settings Click2Call area, or click the link, to create the annotated following:
- Allow Active/Running & Nation Code.
- Process must certanly be set to «Get».
- With the after as a template, feedback the API Address within the Address 1 field:
*Make certain to supercede your subdomain along with your real system subdomain.
After generating extensions in your telephone system enter the expansion amount of the expansion that corresponds into the individual in your CRM. The CRM users are noted on the remaining and Extensions tend to be regarding the right. Into the instance underneath the consumer «Test One» possesses extension that is corresponding100″.
It is possible to map telephone system dispositions through the system that is vici-Dial the CRM and facilitate Workflow reputation changes.
begin by mapping the CRM disposition to the telephone System Disposition. When you look at the instance below we have been mapping the CRM view web site personality (drop-down menu, remaining part) into the mobile System Disposition (feedback area, right-side). The telephone system Dispositions must be registered while they occur within the Vici Dial program.
Now we can setup so when a call is logged the contact’s Workflow Status is updated to a corresponding status that we have the disposition from the Vici Dial system mapped to the CRM disposition. Into the instance below we now have setup when a person dispositions a telephone call within Vici Dial «Example mobile Dispo» it will probably put in a call log utilizing the CRM disposition «Example Dispo» and then upgrade the workflow standing of the contact to «.
The CRM includes some dispositions that are standard as Busy, associated, Disconnected, etc. The Vici Dial system should consist of dispositions that are similar must certanly be mapped to those you could additionally produce custom dispositions if required. Go directly to the Personalized personality page (Location: Admin Tab Settings Call Settings Dispositions) and you will elect to exclude some of the operational system dispositions or include Personalized ones by entering all of them into the feedback field and clicking «Save».
*Note: Before producing customized dispositions it is preferable training to exhaust utilizing most of the System Dispositions also to take care not to develop un-needed customized dispositions. When developed you aren’t in a position to erase a customized personality.
Include the web link below to your URL Pop industry for the desired Queue(s):
Kindly also note: You may need certainly to change «login» to your actual sub-domain of the Debt Pay professional.
The following article Address can be applied for Webhooks to update lead information from your own Freevoice PBX into Debt Pay professional:
Blue = Information supplied by Debt Pay professional. Red = Information supplied by Freevoice.
Specific information may require customized areas created on the financial obligation Pay professional account to just accept the information given by the Freevoice PBX variables you intend on utilizing.
For here is how to produce the Webhook Personalized Fields on Debt Pay professional, follow this link.For info on the PBX variables accessible to utilize, see «CRM Webhooks».