Versions Compared

Old Version 60

changes.mady.by.user Tatiana Bieliakova

Saved on

compared with

New Version 61

changes.mady.by.user Tatiana Bieliakova

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

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.


Note

Notes:

  • The following calls are not logged:
    • Received and missed PBX calls in case of an unknown number.
    • Calls made and canceled within 5 seconds.
    • Calls between users of the same PBX/ WMS Network.
  • If the lead has multiple matches, task is created for the newest lead.
    • This logic applies if the duplicate lead was created after installation of the integration. Otherwise, if a lead had multiple matches before installation of the integration, the match is chosen randomly.   
    • When the lead match is changed, all new tasks are created for the assigned match. Old tasks are not changed.

  • Automatic logging of conferences is coming soon.

Multiple matches found in Salesforce

...