cancel
Showing results for 
Search instead for 
Did you mean: 
The Zoom Community will be placed in read-only mode January 9th, 2026 through January 22nd, 2026 to deliver you a new and improved community experience!

The community will still be accessible, however, the creation of any new discussions or replies will be temporarily unavailable. We appreciate your patience during this time.

Zoom for Lightning does not pop up related record on inbound call

dpom_mtc
Newcomer
Newcomer

Hi,

 

I've installed version 2.18.1 of Zoom for Lightning. However, when I receive an inbound call for an existing Lead record, the Lead Detail page does not pop up. This highly disrupts the sales process.

The softphone settings is set to "Single-matching record: Pop detail page".

Also, the incoming call screen only has the Caller Id and Dialed Number even though I've selected "If single Lead found, display: Name, Owner Name, Lead Status, Rating, Recommended Product Type".

See screenshot: https://share.zight.com/WnuWkq27

I've already confirmed that we are using the correct softphone layout.

 

Please advise.

Thanks in advance.

0 REPLIES 0