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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
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Note: Currently, you can log activities manually from x-bees to Salesforce. Auto-logging is coming soon. |
Open To manually log activities, open a Salesforce lead on x-bees. You have two options:
- Create Task
- Log Activity
Inbound and outbound calls via PBX are automatically logged for all users that have a match in Salesforce (leads, contacts, accounts) and are displayed in Salesforce as completed tasks.
Logged call data includes: participants, call type and duration, date and time the call was received/made, information about transfers.
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Multiple matches found in Salesforce
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