When a customer calls your OneCloud, a window will pop up with the assistance of OneCloud showing you all their contact information before answering the call.
When a call is wrapped up, a quick refresh shows the call has been logged plus for those who want to revisit the conversation a link to download the call is readily available. This ensures continuity and quality in customer relations.
When a call comes in from somebody not on your Salesforce contact list, you will be able to hit the "add contact" button and enter details like their name, company, and their email address. After filling out that information hit "save" and they should be all set up.
A simple interface makes it easy to quickly manage all of your calls within Salesforce. Dial with Salesforce with a highlight or tap.
Setup Users may install the OneCloud for Hubspot application from the HubSpot App Marketplace or using this link. If you do not have the required permissions to install the application, select Request to install. Your HubSpot admin(s) will be ...
Note: In order for AlertBlast to get your Salesforce campaigns, you need to make sure you have a user with API credentials. Add API Credentials to Users in Salesforce Note: This section needs to be completed by your Salesforce Admin. 1. Go into your ...
New Features OneCloud Connect PWA Google Calendar Integration Bug Fixes Some participants joining meeting with moderator privileges Fixes to add and edit of personal meeting IDs Fixes to Microsoft 365 calendar syncing Copy link had incorrect meeting ...
Logging In Click on the OneCloud tray tab within Salesforce. A login option should appear. Use your OneCloud credentials to log in. Some users might see the following error when logging in for the first time. Please attempt to login again. If the ...