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adam-jacobi asked ·

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

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. 

 
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jenn-community-moderator answered ·

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! 

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