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Know the Interface

Virtual Office application for Salesforce has a navigation menu that allows quick access to all your important tasks:

VO Tab

Under VO tab, you can find the following tabs:

Search Tab

Search tab Includes All and Unprocessed interactions. It allows you to enter notes and save them for the contact while you are still in the call. You can also assign the call to the right contact in case of multiple matches.

Settings

Settings offers options to check the application language, submit feedback, or learn about the product version. Click to display the following options:

Log  Out

To log out the application:

  1. Click on the top-right corner of the app
  2. Click Logout to log out of the Virtual Office app.

 


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