Idea

lisa-fayle avatar image
lisa-fayle Posted ·

Add AgentLocator CRM Integration

  1. Account type: Office Premium 1 line [RCO_1_P] [4926]
  2. A brief description of the business : not discussed
  3. A high level description of the product or feature being requested: customer wants phone calls to pull up caller's information, like a normal CRM would. Or to be able to add that caller as a contact and document calls. 
  4. A typical use case scenario explaining how your business would use the feature. customer would call in, app would pop up with the caller's details if already a contact on the account. 
  5. Benefit of such feature. ease of use/documentation purposes. 
  6. Include any related case number if applicable: 062235530622356706223181
  7. Number of Users and/or Digital Lines: Users: 1, Digital Lines:1
customer has other accounts, but were not provided. 
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