Stay reachable for every customer call by connecting your Agent Call Bar to Storable CRM using the method your team has configured.
Quick start
1. Open the Call Bar and choose Connect.
2. Pick your connection method: Phone, Computer, or SIP (as directed by your management team).
3. Follow the on-screen prompts to validate your number, device, or SIP extension.
4. Set your initial status (for example, Ready or Break) so you only receive calls when you are available.
For details on the Agent Status bar, click here.
Call Bar
After you sign in to Storable CRM, the Call Bar appears grey. This means you are offline and not yet connected as an Agent. Use the Call Bar to choose how you will receive calls.
(A) Call Bar – Click to open your options, then select (B) Connect to choose the connection method your organization uses.
Initial connection status
When you connect, your status is set to Ready by default unless you choose something else. If you are not immediately available for calls, pick a non-active status (such as Break) before you finish connecting so calls are not routed to you.
(C) Status – Click the dropdown to choose your initial connection status.
Your options may differ from this example since status options are customized by your management team.
Connection options
Your management team will tell you which connection method to use. Follow the section that matches your configuration.
Via phone
(D) Connect via Phone – Click to accept calls on a traditional phone line.
(E) Phone Number – Enter the phone number (digits only) for the line you will use to answer calls.
You may need to confirm this number with your management team if additional numbers were configured on your phone line during Contact Center setup.
(F) Validate & Connect – Click to see a validation code and have the system call the phone number you entered.
(G) Enter code – Answer the phone and enter the validation code that appears next to Validate & Connect.
(H) Connect – After you enter the code, a green checkmark appears and Connect turns green. Click to finish connecting as an Agent.
Via computer
(I) Connect via Computer – Click to accept calls through your computer. You must have a working headset to accept calls via computer.
(J) Connect – After you select this option, Connect becomes enabled and turns green. Click to connect as an Agent.
After you click Connect, choose your microphone permissions:
Allow while visiting this site – Your microphone remains connected for current and future sessions with callers.
Allow this time – Your microphone is connected only for the current session.
Never allow – You connect with a No Mic status.
Via SIP connection
(K) Connect via SIP – Click to accept calls if your SIP address is configured through Storable CRM.
(L) Select – Choose an available SIP connection. Click the dropdown to see your options and select your extension. SIP connections can be added in system configuration.
(M) Connect – Once you select an extension, this option becomes enabled and turns green. Click to connect as an Agent.