Michael Harrold, Author at Charter Spectrum

Unity CRM Integration – Zoho CRM

Home | Archives for Michael Harrold | Page 12Print and shareUnity CRM Integration – Zoho CRM Table of contents Introduction Configuring Zoho CRM Integration Unity CRM Functionality Troubleshooting Introduction This functionality relies on a CRM Integration license being assigned to the user, as shown below. Unity seamlessly integrates with Zoho CRM to facilitate contact lookup and “popping” for inbound … Read More

Unity CRM Integration – Sugar CRM

Home | Archives for Michael Harrold | Page 12Print and shareUnity CRM Integration – Sugar CRM Table of contents Introduction Configuring the Sugar CRM Portal Configuring Sugar CRM Integration Unity CRM Functionality Introduction This functionality relies on a CRM Integration license being assigned to the user, as shown below. Note: This license is required in addition to the base … Read More

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Unity CRM Integration – Zoho CRM

Unity CRM Integration – Sugar CRM

Poly TRIO 8800 – Searching a Contact in your Directory

Poly TRIO 8800 – Adjusting the Speaker and Ringer Volume

Poly TRIO 8800 – Performing a Consulted Transfer

Poly TRIO 8800 – Performing a Blind Transfer

Poly TRIO 8800 – Setting Up Your Default Transfer Option

Poly TRIO 8800 – Initiating Conference Calls

Poly TRIO 8800 – Placing Calls on Hold and Resuming Calls on Hold

Poly TRIO 8800 – Answering Calls