CRM - VOIspeed Mobilise your business with VOIspeed Fri, 22 Apr 2022 11:52:18 +0000 en-GB hourly 1 https://voispeed.co.uk/wp-content/uploads/cropped-VOIspeed-ICO-32x32.png CRM - VOIspeed 32 32 VOIspeed adds Mobile https://voispeed.co.uk/voispeed-adds-mobile-connectivity/ Mon, 22 Nov 2021 16:08:15 +0000 https://voispeed.co.uk/?p=30249 From today you can use our mobile phone connectivity to support your VOIspeed business phone system.  As remote working rose last year, the use of mobile phones as devices linked to our VOIspeed phone system software rose. To meet this demand we decided to add...

L'articolo VOIspeed adds Mobile sembra essere il primo su VOIspeed.

]]> VOIspeed adds Mobile

From today you can use our mobile phone connectivity to support your VOIspeed business phone system. 

As remote working rose last year, the use of mobile phones as devices linked to our VOIspeed phone system software rose. To meet this demand we decided to add mobile services to our offering.

VOIspeed mobile phone services in partnership with Three can be included in your monthly bill from us, whether a SIM card or a 20GB data option.  We are using Three because it is a leading carrier offering 99% coverage (combined 3G and 4G network) of the outdoor UK population, dedicating more spectrum to their 5G network than any other UK mobile operator.

If you would like a quote for our mobile services or advice on the best mix of devices for your business in this era of hybrid working, please contact us on  01727 848186.

L'articolo VOIspeed adds Mobile sembra essere il primo su VOIspeed.

]]> Videoconference, Shared Desktop and Mini CRM https://voispeed.co.uk/videoconference-desktop-sharing-and-mini-crm/ Mon, 28 Jun 2021 10:24:38 +0000 https://voispeed.co.uk/?p=30000 We are thrilled to launch this our re-designed User Interface with Videoconference, shared desktop and a mini CRM.  You’ll have chance to see a preview of these new collaborative tools at one of our webinars, so that you can find our more and prepare yourself, ...

L'articolo Videoconference, Shared Desktop and Mini CRM sembra essere il primo su VOIspeed.

]]> Videoconference with VOIspeed

We are thrilled to launch this our re-designed User Interface with Videoconference, shared desktop and a mini CRM.  You’ll have chance to see a preview of these new collaborative tools at one of our webinars, so that you can find our more and prepare yourself,  your clients and your team for this exciting transition.

Please sign up on one of the following dates:

Either Thursday 1st July:  https://attendee.gotowebinar.com/register/175122931307449871

or Monday 5th July at 12.30pm:  https://attendee.gotowebinar.com/register/175122931307449871

We look forward to showing you around our new User Interface, our new home!

L'articolo Videoconference, Shared Desktop and Mini CRM sembra essere il primo su VOIspeed.

]]> How to retrieve notes and scheduled calls on a contact https://voispeed.co.uk/contact-notes-and-calls/ Sun, 05 May 2019 10:11:59 +0000 http://voispeed.co.uk/?p=27885 The basic idea is similar to that of a CRMs for which you can retrieve details of a company contact, calls and notes linked to that contact.  As VOIspeed UCloud is a telephony platform, this mini CRM focuses on calls. To see the phone activity...

L'articolo How to retrieve notes and scheduled calls on a contact sembra essere il primo su VOIspeed.

]]> The basic idea is similar to that of a CRMs for which you can retrieve details of a company contact, calls and notes linked to that contact.  As VOIspeed UCloud is a telephony platform, this mini CRM focuses on calls.


To see the phone activity and notes, simply click on the button linked to the contact:

  • directly from the contact in the phonebook.
  • or by right-clicking on a contact among those present in the Users Tab.

Functions of the Contact information panel

The Contact information panel allows you to retrieve the history of telephone activities linked to a specific contact. From this panel you can access two sections:

Call report
The section contains the list of all calls handled by the user with the contact highlighted. For all the calls in question (shown in the left panel) it is also possible to view the related notes (listed in the right panel).In this panel it is also possible to perform various actions on the list of these calls:

  1. text search between calls and notes
  2. pre-filter the calls showing them all, only those containing a note or just all the notes;
  3. filter the calls by type (incoming, outgoing, lost) and temporally;
  4. add a note to the selected call using the key.

For more information on handling call notes, see  How to create and view notes for a call
Scheduled calls
This section contains a list of all call reminders linked to the selected contact. For all the items in question (shown in the left panel) you can also view the related notes (listed in the right panel). In this panel you can also manage the call reminders and notes as follows:

  1. text search between memos and notes;
  2. pre-filter the reminders showing them all or only the expired ones;
  3. filter reminders temporally;
  4. add a new reminder using the key.

For more information on managing call reminders, see How to create and manage a call reminder

 

L'articolo How to retrieve notes and scheduled calls on a contact sembra essere il primo su VOIspeed.

]]>