Use workspace to make inbound and outbound telephone calls if your instance is integrated with your telephony system.

Before you begin

Role required: workspace_user

About this task

You can do the following with the Workspace phone:
  • Make an outgoing call
  • Receive an incoming call
  • Transfer a call to another user within the system
  • Place a call on hold or on mute
  • Set your availability status

Procedure

  1. Do one of the following.
    OptionDescription
    Click the phone icon in the main navigation bar. Enter the phone number in the Number field and click Call.
    Click the phone icon next to the Contact or Consumer fields on the form. For your contacts who may have multiple phone numbers:
    • If only one phone field is populated, a call is placed to that number.
    • If you see a dialog box that displays more than one number, click the number that you want and then close the dialog box.
  2. Click End to end the call.