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Install CRM plugin

Note This feature requires an additional plug-in. Please contact your Sales Contact to verify if a plug-in is purchased.

Introduction

Below the steps in to install the CRMCRM stands for Customer Relationship Management and is a method/technology for managing your external interactions and relationships with customers. Integrate Anywhere365 with your CRM client to show customer information alongside your inbound and outbound interactions. plugin for the Reception Attendant. In addition the UCCUCC stands for Unified Contact Center and consists of a queue that can be handled by Agents. Each UCC has its own settings, interactive voice response questions and Agents with specific skills. Agents can be member of, or sign up to, one or more UCCs. need to be loaded in with a plugin, Learn More

 

Installation

  1. Start the installer (msi) for the CRM Plugin.

  2. Click “Next”.

  3. Read the “End-User License Agreement” and check “I accept the terms in the License Agreement”.

  4. Click “Next”.

  5. Click “Next” again.

  6. Click “Install”.

  7. When a “User Account Control” window appears requesting permissions, approve by clicking “Yes”.

  8. After installation Click “Finish”.