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picture1_Guide Unity Salesforce Workflow


 98x       Filetype PDF       File size 0.35 MB       Source: files.masergy.com


File: Guide Unity Salesforce Workflow
Unity’s Salesforce Integration Workflow Step 1: Taking a call When a Salesforce contact or lead calls into a call center the supervisor will be able to recognize that, they ...

icon picture PDF Filetype PDF | Posted on 20 Feb 2023 | 2 years ago
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...Unity s salesforce integration workflow step taking a call when contact or lead calls into center the supervisor will be able to recognize that they are as information in brackets after name user then right click on promote it another queue once has been answered pop page default browser adding note by add an automatic entry detailing time and date who called can also manual log simply clicking selecting shown below allows specify whether close box ends keep open saving soon is complete save against along with basic you now see this com please watch video youtube crm connector works classic lightning interface ui us usa uk sales masergy...
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