Important: the CRM integration functionality depends on your license. Review the UNIVERGE BLUE® CONNECT Packages article to determine what packages include it. You may need to upgrade your license to use this feature.

• Getting Started With UNIVERGE BLUE® CONNECT For NetSuite
• Selecting Default Calling Device
• Making Calls
• Multiple calls
• Receiving Calls
• Editing Call Data

Getting Started With UNIVERGE BLUE® CONNECT For NetSuite

After UNIVERGE BLUE® CONNECT NetSuite integration is configured by your administrator, you will see UNIVERGE BLUE® CONNECT button on the top of the page. Click UNIVERGE BLUE® CONNECT and then Launch Application to open UNIVERGE BLUE® CONNECT and sign in with your UNIVERGE BLUE® CONNECT credentials. If you experience any issues during this process, please contact your company administrator to ensure you have the correct login credentials.

 

 

Selecting Default Calling Device

1. Once logged in, you will need to select a default calling device that will be used to place and receive calls in NetSuite.
2. Select the device and click Save. Keypad will be shown.
   
    

   

3. If you need to change the default calling device, click on a gear icon to access Settings.
   
    

   

4. Select the device from the list and click Save.
   
    

   

Making Calls

1. 
    

   

2. You will receive a notification to pick up the phone to start the call.
   
    

   

3. Pick up your default calling device and the call will automatically start.

Multiple calls

You can have multiple calls at the same time.

1. During active call click on Place new call button.
   
    

   

2. New tab will be opened. Dial the number to start a new call. Previous call will be automatically placed on hold.
   
    

   

Receiving Calls

Calls from existing NetSuite contacts

You will see a notification of the incoming call. To start the call pick up your default calling device.

You will see the name of the contact and account. You can click on the contact name or company name to view the record in NetSuite.

 

 

Calls from unknown numbers

You will see a notification of the incoming call. To start the call pick up your default calling device.

 

 

Once the call is answered, you will be able to create a new Contact, Lead or Prospect for this number.

 

 

Editing Call Data

You can change the call data during active call or after it’s ended. Put in your notes in the Description field in the call menu.

 

 

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