How to transfer call in InGenius from Salesforce?
1. Click Transfer button. 2. Enter the number and click "Blind Transfer".
Tag: Salesforce Open CTI
How to make calls from Salesforce using InGenius?
1. In InGenius make sure your status is Outbound. 2. Enter the phone no to call.
How to Log in into InGenius CTI from Salesforce?
1. Select InGenius from the utlity. 2. Enter the login credentials and click Connect button.
How to call Leads from Salesforce using InGenius CTI?
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.
CTI
Computer telephony integration, also called computer–telephone integration or CTI, is a common name for any technology that allows interactions on a telephone and a computer to be integrated or coordinated. ....