NewVoiceMedia Vonage Contact Center is integrated with the Salesforce Mobile App. You can therefore use NewVoiceMedia Vonage Contact Center features when you make calls to customers using the Salesforce app on your mobile phone.
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If you see the desktop version of Salesforce on your mobile device instead of the mobile version, see Integrating Vonage Contact Center with the Salesforce Mobile App. |
To use NewVoiceMedia Vonage Contact Center on your mobile phone, perform the following steps:
In the Salesforce app on your mobile device, open the contact, or other Salesforce object, you want to call.
In the bottom right hand corner of the screen, tap the plus icon.In the menu, click NVM Call.
If the contact has more than one phone number, tap the phone number you want to call.
Add notes during call.
When you have completed making notes, tap Submit.At the end of the call, NewVoiceMedia Vonage Contact Center adds a call activity record in Salesforce that includes the call duration, start time, notes you provide during the call, and so on.