NewVoiceMedia is integrated with the Salesforce Mobile App. You can therefore use NewVoiceMedia features when you make calls to customers using the Salesforce app on your mobile phone.
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If you see the desktop version of Salesforce on your mobile device instead of the mobile version, see Integrating NewVoiceMedia Vonage Contact Center with the Salesforce Mobile App. |
To use NewVoiceMedia on your mobile phone, perform the following steps:
In the Salesforce app on your mobile device, open the contact, or other Salesforce object, you want to call.
Section Column width 60% In the bottom right hand corner of the screen, tap the plus icon.
Column width 40%In the menu, click NVM Call.
Section Column 60% Column width 40% If the contact has more than one phone number, tap the phone number you want to call.
Section Column width 60% width 40% Add notes during call.
Section Column width 60% When you have completed making notes, tap Submit.
Column width 40% At the end of the call, NewVoiceMedia adds a call activity record in Salesforce that includes the call duration, start time, notes you provide during the call, and so on.
Section Column width 60% Column width 40%