Handle inbound calls faster and with full caller context using call notifications and CallPop in Storable CRM.
Quick start:
1. When a call comes in, and Location Client is closed, click the desktop App Alert to open Storable CRM.
2. When Location Client is open, use the CallPop banner to see caller details and jump directly to the right interaction card.
3. Always answer the physical phone or softphone separately to begin speaking with the caller.
Important: Storable CRM opens to the interaction card in two steps when Location Client is closed — first, use the App Alert to open Storable CRM, then use CallPop to navigate to the correct interaction card.
Notification types in Storable CRM
Storable CRM surfaces two types of notifications for inbound phone calls:
App Alert — A small desktop notification that appears when the call first arrives. Use this when Location Client is closed to open Storable CRM.
CallPop — An in-app banner that appears when Storable CRM is already open. Use this when Location Client is open to review caller details and open the interaction card.
Location Client is closed
Open Storable CRM from the App Alert
If the call is a scheduled callback, the App Alert displays Callback to indicate it is a callback notification.
App Alert details:
(A) Caller name – The name associated with the phone number when recognized by Caller ID. If the number is not recognized, this field may display Unknown.
(B) Phone number – The incoming phone number. If the Caller ID cannot match it, this field may display Unknown.
(C) Status – The contact status associated with the phone number. Common statuses include Lead, Customer, Previous Customer, or Unknown.
(D) Ad source – The marketing or advertising source associated with the number being called.
Use the App Alert
(E) Open Storable CRM – Click anywhere on the App Alert to launch Storable CRM and begin working in the system. Storable CRM opens to your last view, or to your dashboard if this is the first time you have opened it that day. You must still answer the phone separately to begin speaking with the caller.
Use CallPop inside Storable CRM
CallPop details:
(F) Caller name – The name associated with the phone number when recognized by Caller ID. If the number is not recognized, this field may display Unknown.
(G) Caller status – The contact status, indicated by color: Lead (green), Customer (orange), or Previous Customer (blue).
(H) Phone number – The incoming phone number. If the Caller ID cannot match it, this field may display Unknown.
(I) Location – The facility or location being called.
CallPop actions
(J) Hide – Click Hide to remove the CallPop from view without affecting the call itself.
(K) Notification count – The number badge above the Alert icon shows how many notifications are available to review.
(L) Alert icon – Click the Alert icon to reopen any hidden notifications, including CallPops you previously hid.
(M) View – Click View to navigate directly to the appropriate interaction card and begin working the call in Storable CRM. You must still answer the phone separately to speak with the caller.
Location Client is open
When the Location Client is already open on your screen, the CallPop banner serves as a visual alert that a new call is incoming. Use it to see who is calling and jump to the correct interaction card without leaving your current workflow.
CallPop fields when the Location Client is open
(A) Caller name – The name associated with the phone number when recognized by Caller ID. If the number is not recognized, this field may display Unknown.
(B) Caller status – The status category associated with the caller. Typical statuses are Lead (green), Customer (orange), or Previous Customer (blue).
(C) Phone number – The phone number associated with the incoming call. If the number is not recognized, this field may display Unknown.
(D) Location – The facility or location being called.
CallPop controls when the Location Client is open
(E) Hide – Click Hide to remove the CallPop from view. This does not affect the call itself.
(F) Notification count – The number badge above the Alert icon indicates how many notifications are ready for viewing.
(G) Alert icon – Click the Alert icon to view any hidden notifications, including CallPops you previously hid.
(H) View – Click View to navigate directly to the appropriate interaction card and begin working the call in Storable CRM. You must still answer the phone separately to begin speaking with the caller.