Logging Unmatched Calls to CRM

Updated: 9/18/2017

Overview: This article provides a quick overview of the Log Unmatched Calls to CRM Feature, which enables you to designate a contact that can be associated with no-match and multi-match calls. 

 

No-Match and Multi-Match Calls

Your organization may find it beneficial to keep logs of every call in your CRM, including those that are left unmatched by employees. Unmatched calls include both no-matches and multi-matches, and Tenfold enables you to designate a contact to associate the unmatched calls to with the Log Unmatched Calls to CRM Feature.

There are three primary steps involved in this process, which are explained in greater detail below.

1. Create or Select a Designated Contact

You will need a Contact, Lead, or Account which you can associate unmatched calls to in your CRM. You can designate a contact that already exists or you can create a new one and name it something like “Unmatched Calls” for easy reference.

 

2. Create a Custom Activity Field in the CRM

Create a custom field in your Activity Module to store the phone number of the call. You may want to name it something such as Tenfold_Phone. You will also need the API name of the field. It may be the name of the field followed by two underscores and a lowercase c. Ex: Tenfold_Phone__c

 

3. Configure the Feature in Tenfold

A Tenfold Admin will need to the navigate to the Features tab in the Tenfold Dashboard.

Screen_Shot_2016-12-16_at_5_21_49_PM

Then, navigate to the “Log Unmatched Calls to CRM” Feature on the left hand side. If the feature is not Enabled in the upper right-hand side, click on the Disabled button to switch the Feature on.

Screen Shot 2016-12-22 at 5.32.59 PM

 

 

You will have the option to check the feature that you want to enable now. You can have calls logged for No-Matches, Multi-Matches, or both.

When you check one of the boxes, you will need to provide the CRM Id of the Contact or Account you want to save the unmatched calls to. This Id can be found by navigating to the contact in your CRM. It will be the last set of letters and numbers in the URL. Copy and Paste this to the CRM Id field.

You will then need to Specify the CRM Module Type that you want to the calls associated to.

Screen Shot 2016-12-22 at 5.35.46 PM

 

 

You can have both no-match and multi-match calls be associated to the same CRM contact or two different ones.

At the bottom of the screen you will need to enter the name of the Activity field you want to store the phone number of the matched call. This is the API name of custom field created in your CRM Activities.

 

Click on the “Save” button at the bottom of the page. Your unmatched calls will now be saved to the specified accounts and the number will be stored in the specified field in the activity.

Note: The activity will not be saved right away. Tenfold has scheduled services that will log the calls to the specified CRM Record several times every hour.

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