Designed to improve communication and CRM integration, this functionality allows you to streamline your workflow while making phone calls directly within Teams.
| Add a Note: Capture essential details during a call by adding notes seamlessly. These notes are saved directly to the CRM record timeline for easy future reference. | |
| Relate-To: Establish connections by referencing notes and call recordings against specific cases or opportunities within the CRM. | |
| Create New Records: Easily create new Accounts, Contacts, or leads directly from MS Teams without leaving your conversation. | |
| Assign Updates: Update existing customer data within the CRM, ensuring your information is accurate and preventing the creation of duplicate records. | |
| Follow-Up Task: Schedule and integrate follow-up tasks into the CRM calendar, keeping you organised and on top of your responsibilities. | |
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This functionality enhances productivity and ensures customer interactions are recorded and managed efficiently.
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