New PBX Manager will allow your sales managers drop comment to Customer's profile directly from Incoming Calls popup. Also they will see last 3 comments in popup and will have possibility to quick create Calendar Activity.
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- Displays two fields if customer did not find in database - Last Name and Email
- Displays Customer's phone number and city if it was found in database
- Displays Comment block with last 3 comments with allow to drop comment fromIncoming Calls popup directly to Customer Profile
- Displays link to create Activity that will related to Customers after creation from Incoming Calls popup
- New PBX Manager works with all modules that have phone type fields. Just select modules on Settings page.
See detailed description and video demonstration
New PBX Manager module included in our vTiger Asterisk integration. Also extension available for standard Asterisk integration.