CRM

Solgari connects and integrates with major CRM players like Microsoft Dynamics 365 and Salesforce Lightning.
	Client URL – Enter your CRM Web URL to connect to Solgari Hub.
	Create a new Stage – Select to create a new inbound experience for your agents.
	Search Journey – Your existing inbound search journeys.
	GUID – Shows a list of agents from CRM using Solgari.

Create a New Stage

	Actions – Actions allow you to choose what type of CRM entity you wish to search against first.
	Entity – Entity allows you to choose what type of CRM entity you wish to open for the agent.
	Field – Enter the field you wish to search on an inbound call, e.g., Telephone or Mobile.
	Submit – Select submit to save your changes.