Skip to main content

Answering Calls

Zulu Caller ID

Once you have signed into both the Counterpoint Cloud Platform and Zulu Apps, you can begin taking calls that will automatically launch the QuickDial application.

The first thing you may notice once you have signed into Zulu is that the caller ID of the incoming call will pop up in the top right corner of your screen

image-1599590741500.png

Seeing this indicates that you are successfully registered with the Zulu App. If you do not see this when your phone rings, then there may be an issue with the Zulu registration, or the credentials are pointing to the incorrect extension. Your Zulu username should match your phone extension

QuickDial Pop-Up

Now, when you pick up your phone, the QuickDial application will pop up using the caller ID phone number to try and access the customer's information. This pop-up is where you pick which customer you want to launch and can show 1 of 3 different scenarios

Unknown Customer

image-1599591058929.png

In the case of an unknown number, you will be presented with a message indicating that the system could not find the number in the system, but will give you the option to add an alias for that account. 

Aliases are relationships between phone numbers and accounts that are contained within the Counterpoint Cloud Platform and there is no limit to the number of Caller IDs assigned to a customer.

You can find a full document on adding an alias HERE

Known Number Assigned to Many Accounts

image-1599591339480.png

In some scenarios, the call may be from a number that is assigned to many accounts. In this scenario, you will be presented with a screen showing all of the available accounts. In this screen, the accounts are classified based on their status as well as their A/R standing.

Primary Account

image-1599591574651.png

This is the main account for this customer

Secondary Account

image-1599591550597.png

This is an active account for this customer, but not the primary account. 

Inactive Account

image-1599592516832.png

This is a valid account number, but the account is no longer active. You cannot click on this account

Hold Account

image-1599592450619.png

This account is valid, but the customer is currently on hold

Known Number For Single Customer

If the callerID that is passed is that of a single customer whom the system knows about, you will be passed into the caller's main QuickDial Screen right away

Back to top