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How conversationPRO  Works


How it Works?

When you pick up the telephone to dial a call or answer a call conversationPRO starts recording.

ConversationPRO pops your screen with the Microsoft Dynamics CRM “ Contact window of who you are calling by identifying the corresponding number you dialed. It can also announce the name of who is calling or who you are calling.

How it Works?

If you dial a number that isn’t in your Microsoft Dynamics CRM database conversationPro pops your screen with a question box asking if you want to create a new contact or add the number you dialed to an existing contact.

How it Works?

To review or look-up a call you made or received select the “Call Logs” Icon on the left menu bar of your Microsoft Dynamics CRM contacts page and all the calls you made will be listed by date, time and length of a call.

How it Works?

Simply choose the call you wish to play back and a screen will pop asking you if you would like to have the call played back to you.

Select yes and the wav. is played back to you and you can select any part of the conversation to hear by moving the scroll bar on the player.
 

 
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