Define Settings

As an end user in Salesforce, you may inherit settings defined by your team leader or manager. These settings control the screen pop behavior, define the CRM objects to search, determine where to load the contacts from, and use the call outcome results. You can change these settings to suit your work flow.

To define the settings:

  1. After launching the Virtual Office for Salesforce Communication Panel, click Menu and select Settings from the drop down menu.
  2. Change the settings as desired.
  3. Click Save and Close.

 


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