gUnify Clio Connector AI
大小:989KiB版本:v 2022.614.1618.1更新时间:2022-07-05
A cloud-based solution for Clio users who's hosted VOIP provider runs on the BroadWorks platform.
gUnify Clio Connector AI 的使用方法详解,最全面的教程
gUnify Clio Connector AI 描述:
用户数:183
分类:生产工具插件
扩展大小:989 KiB
最后更新时间:2022-07-05
版本:v 2022.614.1618.1
gUnify Clio Connector AI 插件简介:
这是来自Chrome商店的 gUnify Clio Connector AI 浏览器插件,您可以在当前页面下载它的最新版本安装文件,并安装在Chrome、Edge等浏览器上。
gUnify Clio Connector AI插件下载方法/流程:
点击下载按钮,关注“扩展迷Extfans”公众号并获取验证码,在网页弹窗中输入验证码,即可下载最新安装文件。
gUnify Clio Connector AI插件安装教程/方法:
(1)将扩展迷上下载的安装包文件(.zip)解压为文件夹,其中类型为“crx”的文件就是接下来需要用到的安装文件
(2) 从设置->更多工具->扩展程序 打开扩展程序页面,或者地址栏输入 Chrome://extensions/ 按下回车打开扩展程序页面
(3) 打开扩展程序页面的“开发者模式”
(4) 将crx文件拖拽到扩展程序页面,
完成安装如有其它安装问题,
请扫描网站底部二维码与客服联系如有疑问请参考:
https://www.extfans.com/installation/Note: You must have a confirmation code to use the features of this extension. Confirmation Codes can be obtained from your VoIP service provider.
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The extension allows users to click-to-dial any number appearing in a Google Chrome browser and connects the call through their VoIP service provider.
- Click to Call
Click-to-dial any number appearing in a Google Chrome browser and connect the call through the VoIP service provider.
- Automated Call Logging
Automatically log all incoming and outgoing calls from VoIP service provider to Clio when the caller id or clicked number is matched to either a Salesforce contact or lead.
- Incoming/Outbound Screen Pop
Incoming screen pop with answer or decline and send to voicemail options. Call in progress screen pop with end call or open call log window options. Missed call screen pop with call back or call back and open call log window options.
- Quick Add Phone Numbers to Clio
Unrecognized numbers can be added to new or existing contacts, leads or accounts from the call log window.
- Call Tagging and Note Taking
Easy to use call tagging and note taking for all inbound/outbound calls. You have the option to associate the call to Clio People, Accounts, and Matters.
- Administrator Role for Account Wide Features
Admins can enable features account wide:call logging for un-matched numbers in Clio, auto open call log window, minimum character limits in call notes, and customizable call noting subject structure.
- Quick Access to Missed Calls and Calls not Logged
The reports tab in the gUnify Panel allows users to quickly view and act on missed calls, calls not logged to Clio, and calls that associated the multiple Clio people.
- Background App Ability
gUnify Clio Connector AI can run in the background without any Chrome window or tab being open. Chrome will start running in the background when the system is restarted allowing screen pop notifications to work without user action
For more information:
https://businesssupport.vonage.com/articles/Answer/gUnify-Clio-Connector