Contacts Management

Your sales or phone agents often need to call customers for outbound sales, yet it’s onerous and time-consuming to switch back and forth between applications to search and dial Contacts. With the PBX-native contacts management and phonebook features, you can eliminate the trouble.

It allows users to easily add and manage external contacts directly on Linkus UC Clients or synchronize contacts from external resources such as CRM, Outlook, and Helpdesk. Here are some key points about the feature:

Company vs Personal Contacts

Yeastar P-Series Phone System supports two types of external contacts. One is Company Contacts that can be shared with certain members of the organization. The other type is Personal Contacts, which are exclusive to extension users who created them.

Phonebook

Phonebooks is a value-added service for Company Contacts, which allows authorized users to group company contacts into phonebooks, and implement robust control over access to each phonebook.

Create a central, company-shared contacts list

Build exclusive personal contacts directory

Group company contacts into phonebooks with separate access & manage permission for each phonebook

Sync contacts from integrated CRMs, outlook, and more

Import/export contacts in bulk

Sync contacts on Linkus Mobile/Desktop/Web clients

Sync contacts on IP phones

Show the contact’s name on your phone when they call

Facilitate speed dial

Route inbound calls by matched contacts/phonebooks; Let your customer’s calls directly go to their responsible individual or department

Learn more about the Contacts feature