Create note in Wealthbox CRM from RingCentral call, format text, and find contact
Create note in Wealthbox CRM from RingCentral call, format text, and find contact
Capture incoming SMS details in Wealthbox CRM by creating a note when a call ends in RingCentral. Ensure relevant contact information is formatted correctly for clearer reporting and improved customer engagement.
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Overview
Capture incoming SMS details in Wealthbox CRM by creating a note when a call ends in RingCentral. Ensure relevant contact information is formatted correctly for clearer reporting and improved customer engagement.