Adding contacts and accounts for a call
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2023-09-07 06:16 AM
When a call comes in and i have multiple contacts with that number, a search screen pops up showing contacts, cases and other records related to that phone number.
Is it possible to select a contact from that search screen to add it to the call engagement?
How do I do that?
If I can't, what is the point of the search screen?
Thanks,
Steve
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Agent & Supervisor Experience
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