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Summary of CRM Objects Tab

The CRM Objects tab defines objects and fields to be used in campaigns.

The following table summarizes the options in the CRM Objects tab.

CRM Objects Tab Description

Add Object

Lets you add an object from your CRM. If enabled, automatically populates the CRM Objects field while creating a campaign. If disabled, prevents creating a campaign based on the CRM object.

Enter the following information to add a CRM object:

  • Name in CRM - Enter the name of the object from your CRM. Make sure the object name matches the value in the CRM.
  • Data Type - Select the most appropriate data type from the drop-down list.

  • Label to Show Agents - Enter a label to show on the transaction panel of the Agent Console.
  • Phone Field - Applies to a phone field only. If checked, displays the phone number to the Agent on the transaction panel.
  • Default Phone - Applies to a phone field only. If checked, dials the number if an agent fails to select a number.
  • Transaction Field - Applies to any field. Shows the field on the transaction panel of the Agent Console
  • Revert Edits - Reverses the edits before the last save.

 

Add Field

Lets you add a field under the selected object. You can add any number of fields to filter your campaign call list. If disabled, prevents filtering a call list based on the CRM field.

Enter the following information to add a CRM field under an object:

  • Name in CRM - Enter the field name from your CRM. Make sure the name matches the value in Field Name.
  • Data Type - Select the most appropriate data type from the drop-down list.

  • Label to Show Agents - Enter a label to show on the Agent Console.
  • Phone Field - Applies to a phone field only. If checked, displays the phone number to the Agent.
  • Default Phone - Applies to a phone field only. If checked, dials the number if an agent fails to select a number.
  • Transaction Field - Applies to any field. If checked, shows the field on the transaction panel of the Agent Console
  • Revert Edits - Reverses the edits before the last save.

Move Up

Moves a CRM Object or a field up from its current position.

Move Down

Moves a CRM object or a field down from its current position.

Delete

Deletes a selected Object or a field. For more information on deleting objects and fields, see Deleting CRM Objects and Fields, on page 1

Note: You cannot delete an object without deleting its fields.

Save

Revert

Revert Edits

Saves all the changes.

Reverses all changes before the last save.

Reverses the previous edit.

 

See Also

 


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