PowerPoint Presentation

[Audio] 3CX Regular User Login Training Guide A detailed guide for training regular users step by step..

[Audio] 1. Welcome Email & First Time Access Open your account email and find the login link provided by 3CX. Locate the Web Client login link and click on it. You will then be directed to a new login page. 2. 3CX Logix Regular User Training.

[Audio] 2. To log in to 3CX: 1. Open the 3CX Web Client U-R-L for the company. 2. Enter your email or extension number. Click on Forgot Password and enter the email address associated with your account. You will receive a password reset link in your email. Click on the link, set a new password, and log in to access your account dashboard. Once you are logged in, make sure to allow notifications when prompted. 3. Enter your password. 4. Click on Login. 3CX Login Screen 3CX Logic Regular User Training 3.

[Audio] 3. Install the Desktop App 1. Sign in to the Web Client. 2. Navigate to the Apps or Installation section. 3. Select the supported desktop/Windows app or P-W-A--. 4. Set up/sign in and verify your headset and audio devices. Apps page — Windows App and Web App (P-W-A--) 3CX Logix Regular User Training 4.

[Audio] 4. Install the Mobile App 1. Download and install the official 3CX app on your iPhone or Android device. 2. Open the app and select the 'provisioning/QR' option. 3. Scan the QR code provided in the welcome email or from the Web Client. 4. Grant the app access to your microphone and notifications. Install the 3CX app on iOS, Android, Windows, or as a Progressive Web App (P-W-A--) and set it up using QR provisioning. 3CX Logix Regular User Training 5.

[Audio] 5. Main 3CX User Screen 1. Identify Team/People. 2. Identify Phone/Dialer. 3. Identify Chat. 4. Identify Voicemail/Call History. 5. Identify status/profile controls. 3CX Logix Regular User Training 6.

[Audio] 6. Effectuer un appel sortant 1. Ouvrez le téléphone / dialer. En cliquant sur l'icône du téléphone en haut à droite avec un surlignage bleu. 2. Entrez un numéro de téléphone ou recherchez un utilisateur / extension. 3. Sélectionnez le bon appareil d'appel. 4. Cliquez sur Appeler. 3CX Logix Formation utilisateur régulier 7.

[Audio] 7. To answer an incoming call, follow these steps: 1. Wait for the incoming call notification to appear. 2. Review the caller's information. 3. Click on the green icon to answer the call. 4. Only click on the reject icon if necessary. 3CX Logix Regular User Training 8.

[Audio] 8. Active Call Features Mute/unmute the microphone. Place the caller on hold and resume. Open the keypad when digits are required. Use the conference option to add another participant. Transfer the call using the user transfer feature. Only use the record option if it is enabled and permitted. 3CX Logix Regular User Training 9.

[Audio] 9. Straight / Blind Transfer 1. While on a call, click on Transfer. 2. Search for the user/extension you want to transfer the call to. 3. Select the destination. 4. The caller will be transferred immediately without speaking to the receiver first. 3CX Logix Regular User Training 10.

[Audio] 10. Attended Transfer 1. Select Attended Transfer. 2. Place the destination call while the original caller is on hold. 3. Communicate with the receiving user to inform them of the call or perform a Direct Transfer. 4. Finalize the transfer once the receiving user confirms acceptance. 3CX Logix Regular User Training 11.

[Audio] 12. Send an SMS / Customer Text Go to the Chat menu and click on New/Compose. You will see three options: Start chat, Create group chat, and Send S-M-S. Start chat is for internal team chat or SMS. Create group chat allows you to chat in a group with your team or users. Send S-M-S is for external users. Choose S-M-S or the configured customer messaging channel. Enter the customer's number and send the message. Note: When sending S-M-S or chats, you must enter plus 1 before the number (e.g. plus 164743434344) or else the S-M-S will not send. Chat menu Start Chat, Create group chat and Send S-M-S 3CX Logix Regular User Training 13.

[Audio] 16. Panel / Queue View for Users 1. Access the Panel if the user has permission. 2. Check the queue for incoming calls and agent availability. 3. Distinguish between waiting, ringing, and active calls. 4. Adhere to the company's queue procedures. Panel Displays all calls, agent statuses, and queue statistics. 3CX Logix Regular User Training 17..

[Audio] Contacts How to Find and Utilize Stored Contacts 1. Access the Contacts section from the left menu. 2. Utilize the Search function to quickly locate a saved contact, whether it be a customer, company, or personal contact. 3. Use the All Contacts filter to view different sources of contacts, such as Company, Personal, M-3-6-5-, Google, or C-R-M (if enabled). 4. Select a contact to view their available details, phone numbers, and interaction information. 5. Click on the phone icon next to a contact to easily call their saved phone number. 3CX Logix Training for Regular Users Contacts: List, Search, and Filtering.

[Audio] Contacts Adding a New Contact 1. From the Contacts section, click the plus button to create a new contact. 2. Enter the contact's first name and last name. 3. Add their company, job title, and department if applicable. 4. Input their email address and mobile number. 5. Select where you want to save the contact. Personal is shown as an example, but other options may be available depending on your integrations and permissions. 6. Once all the contact information is entered, click Save in the top right corner. 3CX Logix Regular User Training Creating and Saving a New Contact..

[Audio] 17. Boîte vocale et historique des appels 1. Ouvrez la boîte vocale. 2. Écoutez et vérifiez les nouveaux messages. 3. Ouvrez l'historique des appels pour les appels manqués/entrant/sortant. 4. Rappellez les appels nécessaires et documentez les résultats. 3CX Logix Formation utilisateur régulier 18.

[Audio] 18. To create a call or web meeting: 1. Open the Meet option from the left menu. 2. Click on the plus sign to start a new conference. 3. Select the type of meeting: Call, Webmeeting, or Webinar. 4. Choose whether to start the meeting now or schedule it for later, and enter a subject and participant notes. 5. Select the calendar option and click on Create meeting. Meet Create a call, web meeting or webinar..

[Audio] 17. Profile & Status 1. Click on your profile icon in the top right corner of the 3CX Web Client. 2. Set your profile status so that your team can see your current availability. 3. Available – Online and ready to receive calls. 4. Away – Temporarily away from your desk. 5. Do Not Disturb – Use when you should not be interrupted. 6. Lunch – Indicates that you are on your lunch break. 7. Business Trip – Indicates that you are away for business. 8. You can also temporarily set your status, override office hours, monitor connection quality, turn off the ringer, open Settings, or logout. Profile menu – Status and Account Controls 3CX Logix Regular User Training.

[Audio] 18. 3CTel Client Portal & Account Menu 1. Open the 3CTel client portal and use the top navigation for accessing invoices, estimates, proposals, and support. 2. Click on the profile icon to access your profile, contacts, company details, G-D-P-R, announcements, and language settings. 3. You can also use the Files and Calendar sections if they are enabled for your account. 4. This portal is separate from the 3CX calling screen and is used for managing account, billing, and support information. 3CX Logix Regular User Training Navigation of 3CTel Client Portal 3CX Logix Regular User Training 3CTel Client Portal.

[Audio] 19. Voir les factures et relevés de compte 1. Ouvrez les factures dans le menu supérieur. 2. Consultez les résumés des factures impayées, payées, en retard et partiellement payées. 3. Utilisez l'affichage du relevé de compte lorsque vous avez besoin d'un historique de facturation global. 4. Utilisez la fonction de recherche pour trouver une facture spécifique lorsque les enregistrements de factures sont disponibles. 3CX Logix Formation pour utilisateurs réguliers Factures et relevés de compte.

[Audio] 20. Visualize Propuestas y su Estado 1. Abrir Propuestas desde el menú principal. 2. Revisar el número de Propuesta, Asunto, Total, Fecha Límite de Apertura, Fecha y Estado. 3. Hacer clic en la entrada de la propuesta para revisar los detalles de la propuesta disponibles en su cuenta. 4. Utilizar la columna de estado para confirmar si una propuesta está pendiente, aceptada o actualizada. 3CX Logix Entrenamiento para Usuarios Regulares Lista y Estado de Propuestas.

[Audio] 21. Submit & Track Support Queries 1. Access the Support section to view your support tickets.2. Check the ticket summary for queries in various stages such as Open, In Progress, Answered, On Hold, Closed, and Completed. 3. Click on the Open Ticket option to submit a new support request when you require assistance. 4. Utilize the ticket list and Search field to keep track of the subject, department, priority, status, and most recent response. 3CX Logix Regular User Training Support Tickets and Query Tracking.