On an incoming or outgoing call, Fuze Connect displays relevant information from your connected CRM/Helpdesk.
Depending on the type of data received, you can perform several actions in your connected CRM or Helpdesk:
- Click the Caller Name to open that contact.
- Click the Organization Name to open that account.
- Click the Ticket, Opportunity, or Activity listing to automatically open that record.
- Click Create to automatically create a new item of that type.