Opportunities

Opportunities

The Opportunity Feature allows support for the Opportunities module in your CRM. When enabled, Call Matching will work with this record type along with the ability to create New Opportunity records or associate with existing Opportunities from within the Floating UI.

 

Creating Opportunities

If Opportunities are Enabled for your Organization, a briefcase icon will appear on the Floating UI.

Selecting Cases on the sub-menu will open a new CRM window for new Case creation with some fields pre-filled out.

This sub-menu will also show related Opportunities under the Opportunities subsection.

Preferences

Auto relate call to existing opportunity

Enabling this preference will automatically associate single-matched calls within the Floating UI to an Opportunity that relates to that entity record. This will only occur if there is only one resource to relate. If Auto relate Cases is enabled as well, relating to Opportunities will trump Cases.

Note: When more than one resource is present, we choose not to select one automatically because during calls without human interaction there would be several incorrectly matched resources.

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