Integrating the Call Widget into Your CRM Dashboard
The Call Widget is an essential feature of the CRM dashboard, providing users with a detailed visual and analytical overview of call activities. It’s designed to deliver real-time data on both inbound and outbound calls, empowering you to make informed, data-driven decisions efficiently.
Key Advantages:
Comprehensive Visual Data: Quickly access key metrics such as the number of incoming and outgoing calls, call durations, and participant details, all in one place to facilitate swift decision-making.
Personalized Dashboard Experience: Customize your dashboard by incorporating and adjusting the Call Widget to align with your specific business requirements.
Seamless Setup: The Call Widget offers user-friendly configuration options, making it easy to integrate into your current dashboard setup without hassle.
How to Implement the Call Widget
Incorporating the Call Widget into your dashboard is a straightforward process that can significantly enhance your call management operations. Follow these steps to get started:
Navigating to the Dashboard:
Access the dashboard from the left-hand menu and click on the "Edit Dashboard" button.
Adding the Call Widget:
Click the "Add Widget" button.
From the available options, select the "Calls" tab.
Configuring the Widget:
Choose the call widget that best suits your needs.
After adding the widget, click "Configure" and complete the necessary fields.
For more advanced customization, click on "Advanced Settings" and adjust the options as needed.
Use the "Conditions" tab to set specific criteria for the widget, then click "Save."
Creating a Specialized Call Dashboard (Optional):
If desired, you can create a separate dashboard dedicated solely to call activities by clicking the button in the top left corner and selecting "Add Dashboard."
Name your new dashboard and choose its visibility settings—whether it's private or accessible to everyone—and confirm your choices.
Add the necessary call widgets by clicking the "+Add Widget" button.
By following these instructions, you will establish a fully operational call dashboard that delivers crucial insights into your call activities.
Troubleshooting & Frequently Asked Questions
Although the setup process is designed for ease of use, here are some tips and answers to common questions that may help you overcome any issues:
Q: Is it possible to configure the Call Widget to display only incoming calls?
A: Yes, you can use the "Conditions" tab within the widget configuration to filter the widget to show only incoming calls.
Q: What if the Call Widget doesn’t display any data?
A: Double-check that you have correctly configured the widget settings and conditions. If the problem persists, review your CRM’s call tracking configurations or contact support for further assistance.
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