-
Use Launcher to create weblinks
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…
-
Use notes in the Desktop Application
Overview: This article provides a quick walkthrough for using three core features available within the Desktop application Notes. Save notes The Desktop Application enables you to save details for an interaction to the selected record. You are able to go back and review these entries within the Application. These can…
-
Use OfficeServ to check for call activity with Samsung PBX
* Install and configure OfficeServ Link. * In GoConnect, enter the IP address of the computer running the OfficeServ Link program. * Add a Trunk Access Code if there is a # that you must dial to reach an outside line. * Make sure that your extensions have names and that they appear in the extension pane. * Check for call…
-
Use Tenfold Dashboard Advanced Options with SugarCRM
Overview: SugarCRM supports the following advanced options. These can be found in your Tenfold Admin Dashboard. The phone fields listed below are the fields that are custom for your Sugar installation that you would like for us to search. Update this list to add phone numbers that should be searched.
-
Use Tenfold for Outreach
Tenfold for Outreach lets you quickly call prospects by means of the Click to Dial extension. The status for each call updates in Outreach. For information on both organization and user setup, see Configure Tenfold for Outreach. ➡️ Tenfold for Outreach currently supports outbound calls only. To use Tenfold for Outreach: *…
-
View Salesforce API limits
View Salesforce API limits Salesforce limits the number of API calls for a single organization. Tenfold uses API calls in order to facilitate the following functions: * Matching calls to CRM records * Searching your CRM for matching records * Creating new CRM records If you have noticed these functions stopped working, it…
-
Voice Link
Voice Link The Voice Link feature takes call recording files after associating recording links to the related Tenfold call entry in the database, and then publishes them to the associated CRM Task record generated by the CRM API. Components Voice Link is composed of the following systems: * SFTP - This is a…
-
WFM Reports
Historical reports Note - The WFM reports data can only be compared to the source API which is listed under the source API column, there is no other report/API to compare the data to We have 4 WFM vendors(Verint, Calabrio, Nice, and Aspect (formerly Alvaria)), of which we’ve created an integration to pull reports from Data…
-
WhatsApp Business
Tap into the most popular consumer messaging channel on Earth https://player.vimeo.com/video/310297164 WhatsApp is popular in 104 countries around the world, making it an excellent channel for brands to adopt. The WhatsApp Business connector allows brands to communicate with consumers using their favorite messaging…
-
WhatsApp quick start
Connect with consumers on WhatsApp The following instructions will guide you through connecting WhatsApp Business to the Conversational Cloud. Please observe the requirements carefully. If you have any questions, please create a ticket here. Requirements: * You must have a verified Meta Business. To learn more about…