Child pages
  • Configuring MAXvoice Integration
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

If you are a Vantage MAXVoice or MAXCustomerconnectCustomer and need to configure your voice information in CRM to activate click to dial, please contact customercare@vantage.com to obtain your credentials.

 

To submit or edit your VIP credentials for validation, select the 'My Preferences' tab located at the top of the application screen and scroll to the block labeled 'VIP Information'. Fill out the fields accordingly, and select 'Save'. To check if your VIP credentials have been validated, navigate to one of the sales modules 'Leads', 'Accounts' or 'Contacts'. A green phone icon will appear next to each phone field. 

  • No labels