This article provides an overview of how to use Intermedia Unite for NetSuite CRM for end-users.

Getting Started With Intermedia Unite For NetSuite

After Intermedia Unite NetSuite integration is configured by your administrator, you will see Intermedia Unite button on the top of the page. Click Intermedia Unite and then Launch Application to open Intermedia Unite and sign in with your Intermedia Unite credentials. If you experience any issues during this process, please contact your company administrator to ensure you have the correct login credentials.

Selecting Default Calling Device

  1. Once logged in, you will need to select a default calling device that will be used to place and receive calls in NetSuite.
  2. Select the device and click Save. Keypad will be shown.
  3. If you need to change the default calling device, click on a gear icon to access Settings.
  4. Select the device from the list and click Save

Making Calls

  1. Dial the number using keypad buttons, keyboard or just paste it and click the call button.
  2. You will receive a notification to pick up the phone to start the call.
  3. Pick up your default calling device and the call will automatically start.

Multiple calls

You can have multiple calls at the same time.

  1. During active call click on Place new call button.
  2. New tab will be opened. Dial the number to start a new call. Previous call will be automatically placed on hold.

Receiving Calls

Calls from existing NetSuite contacts

You will see a notification of the incoming call. To start the call pick up your default calling device.

You will see the name of the contact and account. You can click on the contact name or company name to view the record in NetSuite.

Calls from unknown numbers

You will see a notification of the incoming call. To start the call pick up your default calling device.

Once the call is answered, you will be able to create a new Contact, Lead or Prospect for this number.

Editing Call Data

You can change the call data during active call or after it’s ended. Put in your notes in the Description field in the call menu.