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- use 'Click to Dial' from any phone number in Salesforce (at least any phone number in a Saleforce 'Phone' type field).
- use Screen Pops which will automatically pop an Account's details, Cases or other items you choose.
- automatically create an 'Activity' record against the callers's Account.
Note: Screen Pops are based on a normalised version of the following Contact fields:
- Phone
- MobilePhone
- HomePhone
Salesforce Lightening Edition Editions provide a Call Centre module that allows Call Centre software such as Noojee Contact to be directly integrated with Saleforce.
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