Making and Answering Calls with SoftPhone

SoftPhone integration with GoldMine uses SIP (Session Initiation Protocol) and VoIP (Voice over IP) technology to place and answer contact calls. The SIP Proxy (not included with GoldMine) must be configured and its functionality verified by an administrator.

Your administrator can then configure GoldMine to make and receive calls through the SIP Proxy Server by setting SoftPhone preferences.

Using SoftPhone

1.

Select Actions > Call Contact > Launch SoftPhone.

The SoftPhone control dialog box opens.

2.

Use SoftPhone to Answer incoming calls, manually Dial phone numbers, Transfer calls, Hang up, place calls on Hold, and make Blind Transfer calls to another number or GoldMine user.

3.

GoldMine reads the phone1, phone2, and phone3 fields and pulls those numbers into the Contact Numbers area. Click a number to dial it.

NOTE: UPHONE fields are user-defined fields GoldMine users can create and use as extra phone fields. If the name starts with UPHONE, GoldMine recognizes the field as an extra phone field.

4.

After placing or receiving a call, adjust the speaker and microphone volume.

5.

To use SoftPhone by default, select Tools > Options > Telephony and select Use SoftPhone by default.