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- Start/ stop video
- Mute/ unmute
- Hold/ resume
- End a call
- Transfer a call: click on three dots from the right-hand part of the call screen:
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Live dashboard allows you to view all active conversations on the PBX, including calls and conferences:
Salesforce
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leads management
Note: Salesforce lead management described in this chapter is currently available only on the x-bees web interface.
Find Salesforce leads and look up activities
Use the search field in the upper left part of the screen to find Salesforce leads and contacts. All the results matching your criteria from your Salesforce instance appear in the drop-down list with relevant icons:
- Salesforce logo next to a contact indicates that there's a match in your Salesforce instance
- Orange icon indicates this match is a Salesforce lead
- Violet icon indicates this match is a Salesforce contact
To look up the activities, click on the match:
If you are already in a conversation with a Salesforce lead or contact, click on the contact from the Info tab to view the information on this Salesforce match:
Logging activities
Note: Currently, you can log activities manually from x-bees to Salesforce. Auto-logging is coming soon.
Open a Salesforce lead on x-bees. You have two options:
- Create Task
- Log Activity
Multiple matches found in Salesforce
In some cases, when looking for a Salesforce lead on x-bees, multiple matches are found. In this case, you need first confirm the match, and then log the activity:
Note: Keep in mind that the same Salesforce match can appear as a lead (orange icon) and a contact (violet icon). In this case, you need to select whether to log the activity to the Salesforce lead or to the Salesforce contact.
Create a Salesforce lead
You can create a Salesforce lead in x-bees from a conversation or from a contact card.
From a conversation:
In case you are in a conversation with an external person who is not present in Salesforce, you can add this contact:
From a contact card:
In case you opened a Salesforce lead and you consider it a wrong match, you have an option to create a new Salesforce lead:
One match found in Salesforce:
- Click Wrong match?
- Click Create Salesforce Lead
Multiple matches found in Salesforce: click Create Salesforce Lead
At the next step, fill out the fields and click Save:
- x-bees Beta: Limitations - review and compile user-friendly "production" version
- x-bees Beta: Installation and Troubleshooting - review and compile user-friendly "production" version
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