Unity Receptionist Console

Home | Help Guides | Business AppsPrint 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 and outbound … Read More

Omnichannel Contact Center Help Guide

Home | Help Guides | Business AppsPrint and shareOmnichannel Contact Center Help Guide Table of contents Introduction Authorization End User Experience Managing Web Chat Managing Callbacks Managing Email Managing Twitter CRM Automatic Contact Pop Viewing Historical Conversations Troubleshooting   Introduction The Omnichannel platform allows UC users to manage omni-channel conversations through the Unity client, in addition to normal VoIP related … Read More

Unity CRM Integration – Zoho CRM

Home | Help Guides | Business AppsPrint 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 and outbound … Read More

Unity CRM Integration – Sugar CRM

Home | Help Guides | Business AppsPrint 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 license for … Read More