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This document is intended for the Wildix Partners who are participating in the x-bees partner program. |
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x-bees Partner Program
In order to sell x-bees, it is mandatory to pass the training and get x-bees certification: https://training.wildix.com/x-bees-partner-program/ (currently available in English, other languages will be added later)
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- HubSpot contacts are visible in Live Search, Dialpad search (if phone number is available), and when creating a conversation
- Information about HubSpot contact is available on the Info tab in x-bees. There, you can perform the following actions:
- open contact in HubSpot
- change the match if the match is wrong
- log activity (Call/ Email/ Meeting)
Note: Logged calls are automatically assigned Connected status in HubSpot - create tasks
Note: Depending on the action in x-bees (creating task or logging activity), the relevant record (Task or Activity) is created in HubSpot - see the list of all tasks and activities
- monitor activity history
- Also, you can create new HubSpot contact via x-bees
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Analytics
x-bees Analytics is an advanced analytics tool which lets to monitor any data you need in a highly customizable manner.
See more in documentation: x-bees Analytics
x-bees Chrome extension
Link to access the extension: https://chrome.google.com/webstore/detail/x-bees/olejekejjhgimnlliplaiodgmbpcflhi.
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