While being on an active call, you will notice on the right panel of the CTI a set of buttons under the name 'Actions', these are the 'In Call Actions', each action can be used in combination with Salesforce in order to increase the productivity of your team. In this guide, we will cover the 'Assign to Account' action and how to use it.

Step 1: While being on an active call, click on the ‘Assign to account’ button.

Step 2: A window will open to the right side of the call, use the search bar to enter the name of the account (Note: The account has to be created on Salesforce first).

Step 3: Select the account you want to assign the contact to and click ‘Save account’.

Step 4: In Salesforce, if you go to the contact, you will see the call logged about the account you selected.

Did this answer your question?