Koncert has provided an option to auto-launch the CRM window of a connected prospect. The CRM window provides you with additional information on the prospect.
Below you can find how to enable this option.
- Go to Settings » General tab » Advanced section and select the ‘Open Prospect View Screen (upon call transfer)’ option.
- Click Save to save the changes made. A confirmation message below will appear after successful saving.
- Once you have enabled this option, Koncert will auto-launch the prospect’s CRM window when the call is connected.
- This option is only applicable to CRM users.
- Before enabling this option, please make sure you turned ON the pop-up settings in the browser, at least for your Koncert website.
Please refer to the following page for detailed instructions on how to allow pop-ups for a specific site: https://support.google.com/chrome/answer/95472?co=GENIE.Platform%3DAndroid&hl=en
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.