Demarcus Vaughn Asked:
*”Hey! Two Questions:
- Is it possible to use a Bluetooth device when making calls? (Wireless headphones)
- Is it possible to have your script up while making calls in the CRM? I have a smaller screen, so it’s harder to do side by side.”*
The Answers
1. Using Bluetooth Devices:
Yes, you can use a Bluetooth device, such as wireless headphones, for making calls through Agent CRM. Here’s how:
- Ensure Microphone Compatibility: Your Bluetooth device must have a microphone.
- Set as Default Audio Device: Connect your Bluetooth device to your computer and ensure it is selected as the default audio device in your settings.
Once connected, you can make and receive calls through Agent CRM seamlessly.
2. Viewing Scripts While Calling:
Currently, scripts cannot be automatically displayed within Agent CRM during calls.
- Workaround: Consider using a separate device (like a tablet or phone) to display your scripts. Alternatively, resize your browser window to keep the script visible while using Agent CRM.
We’ve passed your suggestion for an integrated script display to our development team for future updates—thanks for the great idea!
Additional Resources
For more tips on using Agent CRM effectively:
- Blog Post: Introducing Agent CRM’s Upgraded QR Code Feature: Link to Website, Email or New SMS Message
- Blog Post: What Can Agent CRM Do?
Watch and Learn
Also, check out our YouTube channel for resources to help you thrive, like this video:
