For info on SalesForce app 4.0, please visit Salesforce 4.0 updates.
For Versions 3.5 , please see steps below. Versions older than 3.5 may not have this option and we recommend up update to the latest release.
We now have the ability to dial your contacts/leads that are connected to the opportunities object in Salesforce.
Please review the training videos below to learn how to set this up in Salesforce.
Salesforce - Create Configuration for Opportunity Object
Salesforce - Adding the Begin Dial Session Button to Opportunities Object
Salesforce - Starting a call from the Opportunities Object
Comments
0 comments
Please sign in to leave a comment.