Calls processed in RingSense should display the Contact Name.
When integrated with Salesforce, calls processed in Ringsense should display the Contact Name rather than the Account Name in the Title.
11
votes
Mel
shared this idea
Thank you so much for your valuable feedback.
We've now implemented various advanced settings for Salesforce configuration.
Advanced configuration settings for Salesforce include:
- Enhanced call title formatting options - choose from Account, Lead, Contact, Opportunity (this feature request)
- Choose priority list in case there are multiple matching records for the same phone number/email
- Choose the behavior in case no matching record is found in CRM
Please follow the instructions in the screenshot to update the relevant settings.
