Using the Web Phone in Shape Software

Phone Settings

Before being able to use the phone, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID numbers, and added usage credits. If you haven’t done this yet, please visit the “Manage Call Settings” setting page and follow this guide.


User Profile Phone Settings

Configure your user profile phone settings. This guide covers the Web Phone in Shape. You can also choose to use Call Forwarding to divert calls to your personal or business number and never miss a business call again.

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Using the Web Phone

Call directly from your CRM through your web browser. No phones, other hardware, or apps necessary for inbound or outbound calls. Headset recommended.

Record Identification:  The top left name on the webphone browser popup identifies the record that you are communicating with via phone.

Record Identification: The top left name on the webphone browser popup identifies the record that you are communicating with via phone.

Caller ID Number:  The top right phone number on the webphone browser popup identifies the caller ID number that your record sees you calling as.

Caller ID Number: The top right phone number on the webphone browser popup identifies the caller ID number that your record sees you calling as.

Phone Number Identification:  The second-to-top left phone number on the webphone browser popup identifies the record’s phone number you are communicating with via phone.

Phone Number Identification: The second-to-top left phone number on the webphone browser popup identifies the record’s phone number you are communicating with via phone.

Call Status Identification:  The second-to-top right wording on the webphone browser popup identifies the status of the phone call you currently engaged in.

Call Status Identification: The second-to-top right wording on the webphone browser popup identifies the status of the phone call you currently engaged in.

Web Phone Tools:  Mute yourself during a call as needed by using the mute icon functionality on the web phone browser popup.

Web Phone Tools: Mute yourself during a call as needed by using the mute icon functionality on the web phone browser popup.

Web Phone Tools:  Put your callers on hold (with hold music) as needed by using the hold icon on the web phone browser popup.

Web Phone Tools: Put your callers on hold (with hold music) as needed by using the hold icon on the web phone browser popup.

Web Phone Tools:  Transfer the call to another system user as needed by using the transfer icon functionality on the web phone browser popup.

Web Phone Tools: Transfer the call to another system user as needed by using the transfer icon functionality on the web phone browser popup.

Web Phone Tools:  Add system users to the call as needed by using the add call icon functionality on the web phone browser popup.

Web Phone Tools: Add system users to the call as needed by using the add call icon functionality on the web phone browser popup.

Web Phone Tools:  Start recording the call as needed by using the record icon functionality on the web phone browser popup.

Web Phone Tools: Start recording the call as needed by using the record icon functionality on the web phone browser popup.

Web Phone Tools:  Need to dial an extension? Use the dial pad icon functionality on the web phone browser popup.

Web Phone Tools: Need to dial an extension? Use the dial pad icon functionality on the web phone browser popup.

Web Phone Tools:  Drop a voicemail message at the end of a call to save time by using the voicemail drop icon functionality on the web phone browser popup.

Web Phone Tools: Drop a voicemail message at the end of a call to save time by using the voicemail drop icon functionality on the web phone browser popup.

Web Phone Tools:  Use the next call icon functionality on the web phone browser popup to hangup and call the next record. This is only functional when using the Call Queue.

Web Phone Tools: Use the next call icon functionality on the web phone browser popup to hangup and call the next record. This is only functional when using the Call Queue.

Web Phone Tools:  End a call by using the end call icon functionality on the web phone browser popup. This will disconnect both caller & receiver.

Web Phone Tools: End a call by using the end call icon functionality on the web phone browser popup. This will disconnect both caller & receiver.

Web Phone Tools:  Take call notes by using the notes area on the web phone browser popup. When you’re done, press the “Log Call & Add Notes” button.

Web Phone Tools: Take call notes by using the notes area on the web phone browser popup. When you’re done, press the “Log Call & Add Notes” button.

Web Phone Tools:  Note the call outcome of a call by using the call outcome dropdown on the web phone browser popup. When you’re done, press the “Log Call & Add Notes” button.

Web Phone Tools: Note the call outcome of a call by using the call outcome dropdown on the web phone browser popup. When you’re done, press the “Log Call & Add Notes” button.

Web Phone Tools:  Change the record’s status by using the change status dropdown on the web phone browser popup. When you’re done, press the “Log Call & Add Notes” button.

Web Phone Tools: Change the record’s status by using the change status dropdown on the web phone browser popup. When you’re done, press the “Log Call & Add Notes” button.


Need More Help? Contact us at support@setshape.com