1. Feature Overview
When configuring the Telephony Agent pop-up, you may want to grant access to lead and opportunity details to users that are not lead/opportunity owners. This allows them to have the relevant information available on the pop-up while conversing with leads. This article will help you enable the Entity Share option through the Agent Pop-up.
2. Prerequisites
You must be an Admin user to configure the Entity Share option.
3. Entity Share Through Agent Pop-up
Navigate to Settings>Telephony Settings>Entity share via popup. You will be presented with the following configurations –
- Enable lead share via agent pop-up – This configuration allows a non-lead owner to view and/or edit the lead’s details while on a call.
- Enable Opportunity share via agent pop-up – This configuration allows a non-lead owner to view and/or edit Opportunities while on a call.
Click on Configure to enable them.
Both configurations have the following permission settings –
- Enable – Select to enable the configuration.
- Access Type – Define the access type for the configuration –
- View – Non-lead owners can only view the lead details.
- Modify – Non-lead owners can view and modify the lead details.
- Duration In Min – Specify the duration (in minutes) of lead share allowed while the agent is on the call.
Any Questions?
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