Unknown Callers? Create a New Contact Instantly
If an unknown caller calls, agents can instantly create a new Salesforce record from the SoftPhone.
Identify New Opportunities
When an inbound call comes from a number not found in Salesforce, Unaric Voice makes it easy to capture that interaction by creating a new lead or contact directly from the SoftPhone.
Instead of losing valuable engagement data, agents can quickly log the caller and begin building the record in real time. This ensures no potential lead slips through the cracks - even if they’re contacting you for the first time.
Create New Contacts During Active Calls
Agents don’t need to leave the conversation to create a new record.
With just a few clicks in the Unaric Voice SoftPhone, they can launch the new Lead or Contact creation screen while the call is in progress.
The caller’s phone number is automatically populated, and once saved, the new record is instantly linked to the call activity. This keeps workflows fast, accurate, and in sync.
Auto-Assign to Additional Records
When creating a new record during a call, Unaric Voice can also pre-fill related objects such as accounts or opportunities - especially useful in B2B or multi-contact environments.
If the caller ends up being connected to an existing business, agents can manually associate the new contact with the right account.
This structured flexibility improves data integrity while keeping the process efficient.
