Question

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

  • 5 March 2020
  • 1 reply
  • 202 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

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! 

Reply