Overview
The AMS+ Phone Dialer supports three-way calls, allowing you to connect with two or more individuals simultaneously. This feature is particularly useful for facilitating group discussions, meetings, and swift decision-making. Learn how to initiate three-way calls in this article.
IN THIS ARTICLE
How to initiate a three-way call
- In AMS+, launch the Dialer.
- In the Dialer, select the ‘Dial Number’ button and enter the number you wish to call or select it from your phone book. You can also initiate calls from Sales Records, Individual Records, and Agent Records.
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Dialer:
Sales Record:
Individual Record: - After the other person answers your call, place it on hold.
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Note: Do not put the call on hold before they answer, as this will prevent the Dialer interface from updating correctly in Step 4.
- While the call is on hold, either select another number from your phone book or enter it in the keypad.
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Note: Do not click to dial a phone number on another record or you will end the first call. You can, however, copy the other record’s phone number and paste it into the Dialer keypad.
- Once added, select the ‘Merge’ button and all parties will be merged into the same call.
- When you are finished, select the “End Call” button to hang up.
Recording three-way calls
All parts of a three-way call are recorded. If the call was initiated from an Agent, Individual, or Sales Record, the recording will be stored on the record’s Recordings tab.
- Sales Record > Call Recordings
- Agent or Individual Record > Messages > Call Recordings
If the call was made through the Dialer keypad or phonebook, the recording will be available on the Unassigned Recordings page.
Common questions
Can I add more than three people to a call?
Yes, you can add as many people to a call as you want.