Page Comparison

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Requirements

• x-bees:
  • WMS version: 6.01 or higher
  • x-bees-Standard or x-bees-SuperBee 
• Collaboration:
  • WMS version: 5.01 or higher
  • Wildix UC-Business or UC-Premium license 

• Salesforce license with access to the Lightning Platform
• Activated Salesforce Payment Plan to set up Call Center, check the prices here

Features

• Click-to-call
• Incoming call popup

• Outgoing call popup

• Call history
• Dialpad
• Search Bar for contacts
• Auto-detect existing contacts and redirect to their page

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1. To add a new contact, click Create contact:
   
   
   
   
2. Add Contact screen shows up, where you need to fill out the following data:
   
   • First Name: enter the contact’s first name
   • Last Name: type in the contact’s last name
   • Email: fill out email address 
   • Phone: enter phone number  
   • Account: start typing and select account the contact belongs to
     
   • Record type: choose type of the record in the drop down list
   
   
   
3. Click Add contact

History

List of previous calls with:

• Phone number
• Name of contact
• Data of call
• Duration of a call

Dialer settings

Image Modified

• Enable auto-opening of found contacts
• Enable auto-opening of found contacts when receiving an incoming call

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