Tag: InGenius CTI with Salesforce

Select Not Ready to become inactive in InGenius from Salesforce. Select Inbound to attend calls and Outbound to make calls.

1. Click Transfer button. 2. Enter the number and click "Blind Transfer".

1. In InGenius make sure your status is Outbound. 2. Enter the phone no to call.

1. Select InGenius from the utlity. 2. Enter the login credentials and click Connect button.

1. Go to Leads Tab or open Lead record. 2. In InGenius make sure your status is Outbound. 3. Click Phone no on the lead to call.