Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 3

...

Phone Mondo Install video/step by step guide

Phone Mondo Install Video

  • Go to Phone Mondo site and login with credentials supplied.

  • Go to Addons tab

  • Click Install now under the Windows app at the top of the page

  • Once downloaded, run the .exe file

  • Click yes when asked for permission

  • Once installed, the Phone Mondo icon will show in the system tray

  • On the Phone Mondo site, go to the Settings tab, and click devices

  • This should show the name of the machine you have just installed on

  • Next under the Settings tab, click Lines

  • This should show the TAPI driver name you have just installed on your machine

  • On an inbound call, you should now receive a notification on your machine and in the browser with the caller-id of the calling number

  • While logged into Salesforce, the record matching that number should automatically open (if the number does not match any record, there will be no change in Salesforce)

  • Within Salesforce, you should also see the Phone Mondo widget in the bottom left of the browser, this allows a call to be made via one of the created lines

...