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Find articles, setup guides, troubleshooting tips, and answers by keyword. Start typing to instantly narrow the results.

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Will Acumatica screen pop to a Business Account page before a customer page is created?

Support, Acumatica, Integrations, Screen Pop

No. Call pop only triggers to the Customer or Contact page. When a Business account is created and a phone number is added, Acumatica automatically creates a corresponding Contact record. When the call comes in, the Contact page opens, not the Business page. Notes can still be accessed from both.

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Xanatek

Integrations, Insurance, AMS Platforms

Management system used by insurance agencies to organize policy, client, and workflow data.

Supported Triggers

  • Call pop-up
  • Call Details Logged After Hangup
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Xanatek Feature

Xanatek Integration

Yealink T46G

Hardware, Desk Phones, Yealink, Setup

The Yealink SIP-T46G IP phone is designed for busy professionals and executive users, providing excellent sound quality and a visually-rich experience. With a high-resolution color TFT display and Optima HD technology, communication is clear and lifelike. It is compatible with SIP and can be used with various IP PBX systems and hosted service providers.

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Yealink T46G Tutorial

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Zapier

Integrations, Automation, Productivity

Automation hub that connects apps and passes data between systems.

Supported Triggers

  • Call Details Logged After Hangup
  • Text Message Sent
  • Text Message Received
  • Email sent
  • Email received
  • New Note Added
  • Prospect Created
  • Prospect Deleted
  • Prospect Updated
  • Appointment Created
  • Appointment Completed
  • Appointment Deleted
  • Fax Sent
  • Fax Received
  • Plan Applied
  • Plan Completed
  • Plan Item Postponed
  • Plan Postponed
  • Missed/Abandoned Call Logged
  • AI Call Summary Included (NOVA required)
  • Call Sentiment Included (NOVA required)
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Zoho CRM

Integrations, CRM, Sales, Automation

A cloud-based CRM platform used to manage sales, customer interactions, and automated workflows.

Supported Triggers

  • Call pop-up
  • Call Details Logged After Hangup
  • Text Message Sent
  • Text Message Received
  • Email Sent
  • Email Received
  • New Note Added
  • Missed/Abandoned Call Logged
  • AI Call Summary Included (NOVA required)
  • Call Sentiment Included (NOVA required)
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ZohoCRM Feature

ZohoCRM Integration

Zoho CRM Integration Setup

Support, Integrations, Zoho, Setup

Connect Zoho CRM for call pops, logging, and contact history

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ZohoCRM Integration

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Zoiper

Integrations, VoIP, Telephony, Softphone

A cross-platform VoIP softphone that enables calling and messaging through software instead of a desk phone.

Supported Triggers

  • Call pop-up
  • Call Details Logged After Hangup
  • AI Call Summary Included (NOVA required)
  • Call Sentiment Included (NOVA required)
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Downloads

Get the Orbit app on any device — desktop, iPhone, or Android

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Download LS Orbit for Mobile

Stay connected on the go with the LS Orbit Mobile App for calls, messaging, and real-time tools wherever you work.
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Download Orbit for Desktop

Stay connected with the softphone and sync data between Lightspeed Voice and your software.
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Download for Mac
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Common Solutions

Quick access to our most popular help topics

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Setting up integrations

Connect HawkSoft, AMS360, and other CRM systems

📞

Phone configuration

Set up desk phones and mobile calling

🤖

NOVA AI features

Call transcription and AI-powered summaries

⚙️

Technical requirements

Network setup and system specifications

📥

Downloads

Apps, manuals, and setup guides


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Live Support

You've got questions.
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Learn the essentials of using Lightspeed Voice's Quantum, Connect and Automate.

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How-To Videos

Integrations How-to

Acumatica Tutorial
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AgencyZoom Tutorial
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AMS360 Tutorial
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Grandstream GRP 2624
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In Browser Softphone
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(LS Orbit) Mobile App
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Momentum Tutorial
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Lightspeed logo with the text 'AgencyZoom Integration Setup & Features' on a purple and red gradient background.
Lightspeed logo with text 'more than just talk' and 'AMS360 Integration Setup & Features' on a purple background with red and orange abstract shapes.
Man in purple shirt holding a Grandstream GRP2624 IP phone with a tutorial description and image showing how to plug in the phone's Ethernet cable.
In Brow
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Lightspeed Momentum Integration Setup promotion highlighting instant client info access, automatic call logging, AI summaries, with a laptop, tablet, and phone showing call management interface.

Frequently Asked Questions

Quick answers to common questions

How do I set up my CRM integration?

Connect your HawkSoft, AMS360, or other CRM through the Orbit desktop app under Settings > Integrations. Supports auto call logging, NOVA AI summaries, and contact sync.

How do I configure call forwarding?

Set up unconditional, busy, no-answer, or time-based forwarding rules in your user portal under Call Settings. Forward to mobile, another extension, or voicemail.

How does NOVA AI work?

NOVA transcribes every call in real time, generates a plain-language summary, identifies action items, and syncs everything to your CRM automatically.

How do I add users to my account?

Go to Admin Panel > User Management and click + Add User. Assign a role (User, Supervisor, or Administrator), set an extension, and send a welcome email invite.

What phones are supported?

We support Grandstream (GRP/GXP series), Yealink (T3x/T4x/T5x), and Poly (VVX/Trio) desk phones, plus the Orbit desktop app for Windows/macOS and mobile app for iOS/Android.

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