Search – allows searching for related Lead, Account, and Contacts records by phone number or name. After entering part or all of the phone number or Name in the search field, a list of available results will expand below. Clicking on a search result will take you to the selected record in the Salesforce environment. Clicking on the telephone headset icon on the right side of the result initiates a call to the phone number associated with the record. Receiving a call expands the Call Screen.

Agent Status – after expanding, you can select the agent’s availability status: Online (available number), Offline (unavailable number), Busy (occupied number).

Settings – allows resizing the application window and logging out of the application (icon in the upper-left corner of the Settings window).

Upcoming Calls – below, a list of scheduled calls in the form of Tasks associated with records is displayed. In a situation where justified, the list will display overdue Tasks in a separate section. The view of individual list items includes the Subject of the Task, the scheduled date and time of the call, the name and phone number of the associated Contact, and the call initiation icon. Clicking on the Subject of the Task takes you to the selected call’s Task in the Salesforce environment. Clicking on the Name of the Contact takes you to the Contact associated with the call in the Salesforce environment. Clicking on the telephone headset icon on the right side of the item initiates a call. Receiving a call expands the Call Screen.