Category Archives: Tips & Tricks

4 Business Savvy Tips on Using Your CRM

Jun 5 2015 Your success with a CRM is often determined by the quality of the customer relationships that forms between your company and your customers. Some businesses, however, only use their CRM like a glorified Excel spreadsheet to track … Continue reading →

Agent Dashboard font size too small

One some high resolution computer display, the screen popup page and CRM pages may display very small text. Since these pages used an embedded Internet Explorer, the font size is not controlled by Agent Dashboard program. To change the text … Continue reading →

Automatically send email when voice mail is dropped

Yes, I would like help getting the service set up. I need to be able to do the following: 1) Drop a pre-set voice mail when a call reaches voice mail 2) Drop a pre-set email on every contact where … Continue reading →