Feb 26, 2017 7:43 PM - last edited on Mar 5, 2017 11:26 AM by roisinkirby
1) I need to set up a customised call script for incoming calls. So when i create a new contact, the call script comes up and has field where i can enter customer's details in. (see photo)
2) Need to be able to easily copy particular information from a contact and send it to another email. Closest i've got to doing this is setting up a template with contact tokens (which this works perfectly) however i can only email this to that contact - I need to be able to email these details to a different email address.
Mar 5, 2017 11:26 AM