Using MultiLine for Salesforce

Topics on using MultiLine for Salesforce including sending and receiving calls and messages from within the Salesforce utility.

Articles

About MultiLine for Salesforce
MultiLine for Salesforce offers seamless merging your MultiLine application into Salesforce CRM.  With this integration, you can: communicate to your customers within Salesforce. make/receive calls and exchange text messages with your...
Activate MultiLine for Salesforce
Guide for new users of MultiLine for Salesforce
Calling in MultiLine for Salesforce
Read on to learn about calling in MultiLine for Salesforce.  Overview You can make calls in MultiLine for Salesforce by using the dialer. You can make calls to your business leads, contacts and accounts by clicking numbers that you see with...
Messaging in MultiLine for Salesforce
Read on to learn about messaging and quick texts from MultiLine for Salesforce.  Overview MultiLine for Salesforce offers robust messaging features, including: Messaging using the dialer or by clicking numbers you see in Salesforce (Click-t...
Tagging calls and texts with Opportunity
Read on to learn about how to tag your calls and texts with an Opportunity.  Overview You can tag your calls and texts with Opportunities using MultiLine for Salesforce. Salesforce users use tags to group records from various objects by a com...
Do Not Disturb, Out of Office and Call Forwarding in MultiLine for Salesforce
Read on to learn about setting Do not Disturb, Out of Office, and Call Forwarding in MultiLine for Salesforce.  Overview You can set up an out of office auto-reply in MultiLine for Salesforce for messages received to your MultiLine Number. Yo...
MultiLine for Salesforce Softphone Calling Modes
Softphone Calling Modes MultiLine for Salesforce supports two calling modes.  Softphone Disabled: Allows the Salesforce User to initiate a call from Salesforce directly - but requires the MultiLine app or a deskphone to be configured t...