Communication Panel
Explains how to use communication panel and functions of communication panel.
PLATFORM WORKFLOW Task Description: Make a Call from the Communication Panel Objective: To show Organization Admins and Users how to make a call from th...
Mon, Feb 17, 2025 at 2:39 PM
PLATFORM WORKFLOW Task Description: Send a Text or Email from the Communication Panel Objective: To show Organization Admins and Users how to send a te...
Mon, Feb 17, 2025 at 3:22 PM
PLATFORM WORKFLOW Task Description: Add and Remove a Tag from the Communication Panel Objective: To show Organization Admins and Users how to add and re...
Wed, Feb 19, 2025 at 9:18 AM
PLATFORM WORKFLOW Task Description: Enable DNC for a Contact from the Communication Panel Objective: To show Organization Admins and Users how to enable...
Wed, Feb 19, 2025 at 10:03 AM
PLATFORM WORKFLOW Task Description: Add Pipeline Opportunities from the Communication Panel Objective: To show Organization Admins and Users how to add ...
Wed, Feb 19, 2025 at 11:16 AM
PLATFORM WORKFLOW Task Description: Add an Appointment from the Communication Panel Objective: To show Organization Admins and Users how to add an appoi...
Wed, Feb 19, 2025 at 1:45 PM