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Settings and activity

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  1. 13 votes

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    Shane Magnaye supported this idea  · 
  2. 7 votes

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    Shane Magnaye supported this idea  · 
  3. 137 votes

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    Shane Magnaye supported this idea  · 
  4. 12 votes

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    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.

    Shane Magnaye shared this idea  · 
  5. 8 votes

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    Shane Magnaye supported this idea  · 
  6. 8 votes

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    Shane Magnaye supported this idea  · 
  7. 5 votes

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    Shane Magnaye supported this idea  · 
  8. 24 votes

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    Shane Magnaye shared this idea  · 
  9. 219 votes

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    Shane Magnaye supported this idea  · 
  10. 9 votes

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    Shane Magnaye supported this idea  · 
  11. 1,357 votes

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    This Beta has been closed, if you've been selected for the Beta, our product team will be reaching out! We will keep you posted if you were not contacted for Beta in November.

    Thank you!

    Shane Magnaye supported this idea  · 
  12. 5 votes

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    Shane Magnaye supported this idea  · 
  13. 5 votes

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    Shane Magnaye supported this idea  · 
  14. 1 vote

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    Shane Magnaye shared this idea  · 
  15. 4 votes

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    Shane Magnaye shared this idea  · 
  16. 2 votes

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    Shane Magnaye shared this idea  · 
  17. 1 vote

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    Shane Magnaye shared this idea  · 
  18. 62 votes

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  19. 79 votes

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  20. 148 votes

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