Decline an incoming call
Select Decline to record the declined outcome.
Exact navigationCRM page → incoming xConnect call panel
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Select Decline to record the declined outcome. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open CRM page → incoming xConnect call panel.
- Locate the record, setting or action used to decline an incoming call.
- Complete the displayed fields or controls exactly as described in this guide.
- Select the available save, submit, update, call, sign, upload or confirm action.
- Return to the related register, portal, dashboard or call panel and verify the recorded result.
Fields, choices and supported possibilities
Softphone actionSelect Decline to record the declined outcome.
Code-backed validations and workflow rules
- Internal calling must be enabled, the voice engine ready and both endpoints authorised within the tenant-routing policy.
Expected result and verification
- The decline an incoming call workflow completes without a validation, permission or availability error.
- The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
- Any client-visible or public result appears only where the code explicitly allows it.
Security, privacy and operational checks
- Use a controlled test case, contact, extension or website origin before production rollout.
- Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.