Suggested Search: Admin Guide, User Guide
Suggested Search: Admin Guide, User Guide

Configure CRM Actions

  1. Log in to Salesforce and access SMS-Magic Converse.
  2. Click the Converse Settings tab.

  3. Select the Conversations section.
  4. Click General Settings tab.

  5. Under Configure CRM Actions, slide the toggle button to enable the feature.

  6. Click and then click Edit. The Configure CRM Actions for Account pop-up window appears.

  7. Select CRM actions for the object.
  8. Click Save Changes.
  9. Click Save Changes at the bottom of the General Settings tab page.

Was This Article Helpful?

0 Comments

There are no comments yet

Leave a comment

Your email address will not be published. Required fields are marked *

xTo test this chatbot, please submit your details on this page
Note: After submitting your details you will be redirected to this page and access chatbot