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Example workflow: Open a URL from the CRM for no-match call events
Use onCall and openCrmUrl 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…
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Example workflow: Open the matching CRM record for single-match call events
Use onCall and openMatchingRecord 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.…
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Example workflow: Search the CRM for a matching record for multi-match call events
Use onCall and openCrmSearch 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…
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Export the “All Calls” Analytics report
Overview: This article provides a quick walkthrough for exporting the complete, itemized call report from Analytics. Configure and export the report * Navigate to the Tenfold Dashboard > Analytics page. * Select the desired date range for the report, and then click the “Reports” button. * Select “All Calls” in the dropdown…
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Export the “All Calls” Analytics report
Overview: This article provides a quick walkthrough for exporting the complete, itemized call report from Analytics. Configure and export the report * Navigate to the Tenfold Dashboard > Analytics page. * Select the desired date range for the report, and then click the “Reports” button. * Select “All Calls” in the dropdown…
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FAQs Update to Latest Mobile SDK
FAQs In order to consistently deliver a best-in-class mobile app experience with enhanced user experience, improved performance, and updated security, we need to align our efforts with the latest advancements in mobile development. Therefore, we are announcing that older versions of the LivePerson Mobile SDK will be…
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Find out how Tenfold logs Salesforce calls
Find out how Tenfold logs Salesforce calls Calls which are logged Tenfold logs all calls automatically in Salesforce when: * a call matches a single record in Salesforce * a call matches multiple records and the user selects a record using the Floating UI * a call matches no records but the user finds or creates one using…
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Find the CRM id for a given ServiceNow entity (user, contact, phone call)
* Navigate to the Details view for the entity and click the menu icon. * Click Copy sys_id.
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Find users' Nextiva device IDs
Overview: This article provides a walk-through on how to find the a device ID for Nextiva users * Go to https://authenticate.nextiva.com/AccountValidation/login.action. * Log in using the credentials Nextiva gave you for your group admin login and password. * Click Users. * Click Search without selecting anything else. *…
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Follow-up Email Templates
Provide your agents with plaintext email templates they can use to send quickly and efficiently send email from the Tenfold UI directly to their caller. Agents can navigate to the "Profile Tab" in their Tenfold Dashboard to create up to four different email templates. Although Tenfold does not track these emails, agents…