Contact Center app allows you to add the Associates like a customer, leads or project, etc.. from the answer call window by using the Associated With option.
Steps to Add
- Log in and access the Contact Center app from the universal menu.
- Click on Call option to call the contact.
- In the call window, you can view the Associated With field. Click on the Add + icon to add the associates.
- Add the Associates from all associated apps from Apptivo.
- Select the associated app from the Releated To dropdown.
- Enter the reference text to search the exact associate. Then, click on the search icon.
- Here, the associate project is added to the Contact.
- You can view the added project in the Associated With field.
- You can view the logged associated call from the Projects call log in Projects app.
