Selecting which person is on the call when multiple people call in with the same number

You may have multiple people in your CRM that have the same phone number. This usually occurs when you have several contacts in one company.

When you get a call from any of these people, Spoke does not know which actual person is calling, so will show you one name with a question mark.

Call from Jane Doe?

In order for Spoke Phone to be able to update the actual person's record in your CRM, you must select the Primary Person.

Selecting the primary person for a call

You can select the primary person during a call or from the call history after the call ends.

Selecting the primary person during a call

While on the call:

  • Tap Open caller info and workflow at the bottom of the in-call screen, or tap on the person's name at the top of the screen
  • The caller info and workflow screen will open
  • If there is more that one possible caller, you will see the Select primary person control
  • Tap and select the person who is actually on the call

Selecting the primary person after a call

  • Go to Call History
  • Look for any call history record with a ? after the contact name. E.g. Jane Doe?
  • Tap to open the call history
  • If there is more that one possible caller, you will see the Select primary person control
  • Tap and select the person who is actually on the call

 

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