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<?
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include('title.php');
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?>
<div class="white-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Soft Phone Pop Up Window
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row" style="margin:20px 0px 20px 0px;">
<div class="col-lg-4">
<div class="center-center">
<img src="/training/section/images/Mango.png" width="310" height="395" alt="" class="relative iblock center-center"/>
</div>
</div>
<div class="col-lg-7 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
You will be calling in SurfCRM using a Soft Phone, a software based phone that is in a browser
window. You WILL need to be using Google Chrome to utilize all the features of the soft phone.
<br>
<br>
When you login to SurfCRM.com, your soft phone will automatically load in a new window. ***You
will need to be sure you have turned Pop-up blocker off in your browser for this soft phone to
appear.***
<br>
<br>
This Soft Phone Pop-up window will need to be open for you to dial. If you happen to close the
soft phone window, SurfCRM will automatically open it when you refresh Surf or when you
click-to-dial a new number.
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="white-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
USB Headset
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:0px;">
<div class="col-lg-12 col-md-12 col-sm-12 col-xs-12 center">
<div class="relative block center">
<div class="f16 p20">
You will need a USB headset to make calls. It will need to be plugged into your computer. Be sure your
USB Headset has Noise Canceling, a MUTE Button, and Volume Controls.
<br>
<br>
</div>
</div>
</div>
<div class="clearfix"></div>
<div class="col-lg-12 col-md-12 col-sm-12 col-xs-12">
<div class="f18 center-center">
Here are a couple USB Headsets to choose from:
</div>
<div class="row">
<div class="col-lg-6 col-md-6 col-sm-6 col-xs-6">
<div class="relative block center-center">
<img src="/training/section/images/HeadSet1.png" width="131" height="196" alt=""/>
</div>
<div class="row">
<div class="col-lg-4 col-md-4 col-sm-4 col-xs-4 f24 green right p20 pr2 bold">
$24.95
</div>
<div class="col-lg-8 col-md-8 col-sm-8 col-xs-8 f18 left p20">
Plantronics PLNAUDIO478 Stereo USB Headset for PC
<div class="relative block blue f16 center pt10">
<a href="https://www.amazon.com/Plantronics-PLNAUDIO478-Stereo-USB-Headset/dp/B005VAORH6/ref=sr_1_1?ie=UTF8&qid=1473791140&sr=8-1&keywords=plantronics+usb+headset" target="_blank"
class="blue rollover-underline">
Buy on amazon.com
</a>
</div>
</div>
</div>
</div>
<div class="col-lg-6 col-md-6 col-sm-6 col-xs-6">
<div class="relative block center-center">
<img src="/training/section/images/HeadSet2.png" width="131" height="196" alt=""/>
</div>
<div class="row">
<div class="col-lg-4 col-md-4 col-sm-4 col-xs-4 f24 green right p20 pr2 bold">
$24.95
</div>
<div class="col-lg-8 col-md-8 col-sm-8 col-xs-8 f18 left p20">
Logitech ClearChat Comfort/USB Headset H390, Noise Cancelling Microphone, Headphones for Computer (Black)
<div class="relative block blue f16 center pt10">
<a href="https://www.amazon.com/Logitech-ClearChat-Cancelling-Microphone-Headphones/dp/B000UXZQ42/ref=sr_1_1?ie=UTF8&qid=1473792589&sr=8-1&keywords=usb+headset " target="_blank"
class="blue rollover-underline">
Buy on amazon.com
</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
To Place a Call, click on the Cloud Phone Icon by the Phone Number
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-5">
<div class="center-center">
<img src="/training/section/images/SurfHeader.png" width="468" height="110" alt="" class="relative iblock center-center"/>
<img src="/training/section/images/SoftPhoneButton.png" width="41" height="35" alt="" class="relative iblock center-center"/>
</div>
</div>
<div class="col-lg-6 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
To dial a phone number through your computer using your soft phone, click on the cloud/phone icon next to the phone number.
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Give Google Chrome Permission to Access Your Microphone
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-5">
<div class="center-center">
<img src="/training/section/images/allowAccess.png" width="306" height="396" alt="" class="relative iblock center-center"/>
<img src="/training/section/images/permissions.png" width="26" height="23" alt="" class="relative iblock top center"/>
</div>
</div>
<div class="col-lg-6 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
When you click to dial a lead for the first time, you will need to give permission for Google
Chrome to access your Microphone. To do this click on the little “Video” icon, in the top right
hand corner of your soft phone popup window.
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Voicemail Step Up
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-1"></div>
<div class="col-lg-10 center">
<div class="relative block center-center p10">
<div class="relative iblock f18 pt20 left">
<ol>
<li>Dial *97 from your Soft phone, and press the Call Button</li>
<li>Enter password: 1234#</li>
<li>When prompted press option 5 (Advanced Options)</li>
<li>Then Press 1 to Record a Greeting </li>
<li>Record your Greeting</li>
<li>After recording, press 2 to select a greeting</li>
<li>When prompted, press 1 to select the greeting you just recorded</li>
<li>The system will play back your recording</li>
<li>Hang up your new phone</li>
</ol>
</div>
<div class="relative block f12 left pt10">
Please call one of the toll free numbers and dial your extension from a cell phone
to be sure your voicemail has been set up properly. If you call in and dial your
extension and don't hear your newly recorded voice message then you still need to
"select your recording". To do this, dial into your voicemail, enter your password,
press 5 for advance options, then press 2 to select your message, then 1 to select
your message.
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
To check your voicemail when you receive a message
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-5">
<div class="center-center pt20">
<img src="/training/section/images/SurfHeaderBlock.png" width="291" height="60" alt="" class="relative iblock center-center"/>
</div>
</div>
<div class="col-lg-6 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
Your new voicemails will now display in Surf when you click on the Mail icon in the upper right-hand
area of your screen. If you have voicemail, you will be able to click to listen to your messages
without dialing your voicemail from your phone.
<br>
<br>
You will also be able to call into your voice mail through your phone by dialing *97 from your soft
phone. You will be able to forward your voice messages you receive that need to go to customer service
or to another marketer.
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
To put someone on HOLD
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-6">
<div class="f16 pt20 center">
To put someone on HOLD, click the pause button.
<br>
<br>
</div>
<div class="center-center pt20">
<img src="/training/section/images/onHold.png" width="202" height="372" alt="" class="relative iblock center-center"/>
<img src="/training/section/images/pause.png" width="35" height="30" alt="" class="relative iblock top center"/>
</div>
</div>
<div class="col-lg-6 center">
<div class="f16 pt20 center">
To take someone off hold, click the check box
<br>
<br>
</div>
<div class="center-center pt20">
<img src="/training/section/images/OffHold.png" width="202" height="372" alt="" class="relative iblock top center"/>
<img src="/training/section/images/check.png" width="35" height="29" alt="" class="relative iblock top center"/>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Transfer Calls
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-5">
<div class="center-center pt20">
<img src="/training/section/images/NumberExtension.png" width="288" height="346" alt="" class="relative iblock center-center"/>
</div>
</div>
<div class="col-lg-6 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
To transfer a call to another extension, click the blue forward icon and then enter in the extension
you want to forward the call to.
<br>
<br>
Here are a few common extensions you will use:
<br>
<br>
<div class="f18 gray">
Customer Service: <span class="red bold">204</span> (this is dial all members of the Customer Service Team)
<br>
<br>
USA Sales Team: <span class="red bold">200</span> (this is dial all members of the USA Team)
</div>
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Answering Incoming Calls
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-2"></div>
<div class="col-lg-8 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
To answer incoming calls, click “Accept” on the soft phone. If you are already on a phone
call, it will put the person on hold automatically when you "accept" the new call.
<br>
<br>
You will then see 2 calls active in your soft phone.
<br>
<br>
When you click to "accept" the phone call, it will take a few seconds for you to hear them
in your headphones. The soft phone takes a few minutes for calls to connect.
<br>
<br>
Always try to answer incoming calls! They are usually people who are returning a missed call
or who are on the website and want to talk to someone. Call-ins are Golden Contacts!
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-2"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Que System
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-2"></div>
<div class="col-lg-8 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
When a potential client calls in and dials 1, they are automatically placed in Que
for a sales agent. The phone system will randomly pick an extension to ring for
about 10 seconds before going on to the next extension or marketer. You will have
opportunity to answer or decline the call. If you decline the call, it may come back
to you if there everyone else declines the call or if no one else is logged in.
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-2"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Inbound Call Routing
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-2"></div>
<div class="col-lg-8 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
When a client calls in to one of our toll free numbers or dials one of our local presence
numbers we have throughout the country, they will first hear an auto-attendant who will
direct them to press 1 for a "member signup representative" or 2 for customer service.
When they dial 1 they will will be placed in Que for a member of the Sales Team.
<br>
<br>
They will also have the option of dialing your extension which will direct them to your phone.
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-2"></div>
</div>
<div class="light-gray-bg">
<div class="row">
<div class="col-lg-1"></div>
<div class="col-lg-10">
<div class="p20 top f24 black center">
Soft Phone Refresh
</div>
</div>
<div class="col-lg-1"></div>
</div>
</div>
<div class="row white-bg" style="margin:20px 0px 20px 0px;">
<div class="col-lg-5">
<div class="center-center pt20">
<img src="/training/section/images/image.png" width="332" height="431" alt="" class="relative iblock center-center"/>
</div>
</div>
<div class="col-lg-6 center">
<div class="relative block center p10">
<div class="f16 pt20 left">
If you ever need to clear the calls that are showing up on your soft phone or if your phone
keeps ringing and you can’t hang it up, you will need to refresh your soft phone window.
To do this, “right click” within the soft phone popup window and select “Reload.” This will
clear all calls currently on your soft phone including all calls you are currently on so be
careful to only reload your screen when you are on the phone with a client. Only reload it
when you are off the phone.
<br>
<br>
</div>
</div>
</div>
<div class="col-lg-1"></div>
</div>
<div class="relative block" style="height:20px;"></div>
<?
$version = '1.0';
include('id.php');
?>