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March 5, 2020
Question

Salesforce: Log a call against Opportunity and not Contact/Lead/Account

  • March 5, 2020
  • 1 reply
  • 246 views

Does anyone struggle logging their phone call against an opportunity?

The RC plugin only gives me the option for options for Lead, Contact & Account.

Opportunity is an option set up within the softphone center in Salesforce.

I see no way to search for Opportunity within the plugin.


    1 reply

    March 6, 2020

    Hi Adam!


    We can establish that. 

    You might want to create a ticket so one of our Salesforce Integration representatives will help us out.


    Click here to create a ticket.



    Thanks!