-
@Mention
Important If you are experiencing issues with you @mention functionality, refer to the Tenfold Services IP Address/Domain Allow-list to verify that the appropriate IP Addresses and Domains have been added to your network's allow-list. Use @Mention to share notes with colleagues Type up your notes then use the @ sign to…
-
Add and Remove Admins
Overview: This article provides a quick explanation of how to set your primary Tenfold Admin and set or unset an additional user’s Admin privileges in the Tenfold Dashboard. Configure primary and secondary admins Your primary Tenfold Admin is managed in the Company Settings tab of the Tenfold Dashboard. Simply select the…
-
Add dialing rules for Tenfold
Overview: Organizations often need to manipulate phone numbers to use them with Tenfold. Some locations need to include a leading digit to initiate an outbound call, while others may need to make more complex changes, such as substituting local codes for country codes to make local calls. Additionally, phone numbers stored…
-
Advanced Click to Dial
Customize Click to Dial for your organization Advanced Click to Dial gives you additional options for hyperlinking numbers in your CRM. Choose Loose Mode to change all numbers to clickable dialing hyperlinks, or Strict Mode, so that only phone numbers display with click-to-dial functionality. Advanced Click to Dial:…
-
Advanced Workflow
Advanced Workflow The Advanced Workflow feature, configured in Dashboard, makes it possible to pop up certain CRM pages or launch specific URLs when particular trigger conditions are met. The Launcher feature uses workflow options to configure handy web links in the Tenfold UI for easy access. In this section * Use…
-
Advanced Workflow reference
Supported CRMsBullhorn, Microsoft Dynamics, Oracle NetSuite, Salesforce, ServiceNow, SugarCRM, Tier1 CRM, Zendesk NOTE: Certain Advanced Workflow features are specific to certain CRMs where indicated. Supported PBX systemsAll phone systems supported by Tenfold. Features may vary by system. For example, some phone systems…
-
Agent app
The LivePerson Agent app is available for both iOS & Android that allows agents and agent managers to message with consumers on the go. The current app offers simple messaging capabilities and can help agents that are working from home continue to provide services to their consumers. In addition to allowing reps to work…
-
Agent Auto Provision
Important Supported CRMs : Salesforce Supported PBX systems : All The Agent Auto-Provision feature creates a new Tenfold user whenever a new user is created in Salesforce. Similarly, whenever a Salesforce user is deactivated, the corresponding Tenfold user is deleted. Creation and deletion occurs automatically without the…
-
Agent Goal
Encourage agent productivity Use the Agent Goals feature to help keep your team motivated to meet and exceed expectations by setting and displaying target metrics in the Tenfold Analytics dashboard. After enabling Agent Goals, you can visit the Analytics tab in your dashboard and find links to additional analytics in the…
-
Agent Status
Clearly display agent availability Use Tenfold Agent Status to help manage the status of your Tenflold users across the CRM and PBX. With this feature enabled, agents can quickly and easily toggle between "available" and "unavailable" states from a dropdown menu in the Tenfold UI. Agent Status is located in the Tenfold…