When a new lead is created with a call pop in the lightning integration, the phone number field is blank as is the caller name. In order to be useful, I need at least the phone number to populate in the new lead. Otherwise, agents have to copy and paste the phone number before saving the lead.
Is there a way to prefill the phone number when creating a new lead during a call pop with the Salesforce Lightning integration?
Be the first to reply!
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.