Yes, you can transfer a user from one shift to another whenever required. You can also choose whether to transfer the person immediately or later. When you transfer a user the activities assigned to them for their previous shift will be carried ...
If a pipeline has deals, then you will be prompted to transfer them to another pipeline before deleting it. However, note that only the open deals will be transferred to other pipeline. For example, deals that are in closed stages like closed won, ...
The sequence depends on whoever sets the Twilio status as "online" first. For example, Jim and Ken are two CRM users associated with a call. Jim signs in first and then Ken. So Jim’s position in the sequential ringing queue is 1 and Ken’s is 2. An ...
You can transfer an attachment from one module to another using the Upload and Download File API. Learn more about the Upload and Download File APIs here.
If you have entered your organization's RingCentral number to Login instead of your direct RC number, then you will face this issue. Any outgoing call is first placed to RingCentral and then the destination number. When you enter your organization's ...