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Creating a Click-to-Call Panel

To make a new Click-to-Call panel, click the Create Click-to-Call Panel button on the Manage Dialer Panels list page.

Name and Team Assignment

When you first create a new panel, you'll be asked to give it a name.

You'll also be prompted to assign a set of teams. Agents within the assigned teams will use the custom panel configuration when using Click-to-Call going forward instead of the default Standard Panel.

If a team is ever removed from a custom configuration but not assigned to a new one, agents with that role will automatically revert to using the Standard Panel.

Click the teams you'd like to have use the panel under the Available list. Then click the arrow pointing towards the Selected list to assign them to the panel. When you're finished, click Save & Next to finalize your choices and continue on to the Dialer Panel Editor.

Previously Assigned Teams

If you assign a team to a new panel, and that team is already assigned elsewhere, the system will show a warning asking if you want to reassign the team to the new panel or cancel and return to the team assignment screen.

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