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Browser Permissions If you are having issues placing phone calls via the communications bar you may need to "allow" specific...
October 28th, 2021 265 views 0 likes
What is ‘Quick Action’ Messaging? Your ability to communicate directly and efficiently with business partners and customers is pivotal to...
September 17th, 2021 390 views 2 likes
Sending Emails In the top-center of the “General Information” page is the quick action bar. Click the Email icon...
December 6th, 2021 201 views 1 likes
Making a Call In the top-center of a Customer or Lead's “General Information” page is the quick actions bar. ...
December 6th, 2021 211 views 1 likes
Sending Text Messages In the top-center of the “General Information” page is the quick actions bar. Click the Text...
September 20th, 2021 236 views 0 likes