VoicePro Integration

VoicePro Integration

VoicePro users can take advantage of a VoicePro applecation to enable automatic Record opening on incoming calls.

Setup

For the integration, you will need to contact VoicePro support to add and configure a browser plugin which directs calls to AdvisorEngine CRM.

Record Launch on Call

Whenever you receive an incoming call through VoicePro, the browser plugin will open AE CRM in a new tab of your default web browser and run through the following scenarios:

  • If you are not currently logged in to AE CRM, you will be asked to log in first.
  • If the incoming phone number matches a phone number assigned to any Record, Person 1, or Person 2, that Record will automatically be loaded in the new browser window.
  • If the incoming phone number has a match on more than one Record, you will be given a list of the Records matched and may select which one to open by clicking the Record Name.
  • If there are no matches the new tab will simply state that no Records match the incoming number.

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