Presets: System Presets for Triggers

Voicemail

• Allow the caller to leave a message

Missed Call – Apply Tag

• Automatically tag your phone calls when they are missed

Forward Text

• Forwards text messages to SMS-capable phones

New vs. Repeat Tagging

• Tagging repeat or new callers

Missed Call – Send to Smart Dialer

• Automatically send missed calls to the Smart Dialer

In Progress Activity has Exceeded Time Limit: 1 of 3

• Tags an activity as an “in progress activity”

In Progress Activity has Exceeded Time Limit: 2 of 3

• Tags an activity as an “in progress activity”

Salesforce Leads and Opportunity – Calls

• Inbound and outbound calls – Create tasks and leads with leads, accounts, and contacts

Salesforce Leads, Accounts, and Contacts – Calls

• Inbound and outbound calls – Create tasks and leads

Salesforce Leads and Opportunity – Text Messages

• Tagging repeat or new callers

Salesforce Leads and Opportunity – Forms

• Inbound text messages

Salesforce Leads, Accounts, and Contacts – Texts

• Outbound texts – Create tasks and leads with leads, accounts, and contacts

Salesforce Leads, Accounts, and Contacts – Texts

• Inbound Texts – Create tasks and leads with leads, accounts, and contacts

Salesforce Leads, Accounts, and Contacts – Forms

• Forms – Create tasks and leads with leads, accounts, and contacts