This is the PRIMARY step that's managed by Evolve IP's UC Implementation team.
The Phone System authentication shows "Connected" is ready for your preferred CRM to be authenticated to the Tenfold dashboard:
This link points to the IP’s that require to be white-listed to seamlessly work with the Tenfold UI.
If the users that this solution will be deployed to are in the office; then it’s a one-time update to be made by your IT admins.
However, if the traffic is successfully traversing without issue on the current network, an update might not be required.
ON-BOARDING CUSTOMERS ON TENFOLD: TENFOLD DASHBOARD AND FEATURES REVIEW
Client ADMIN master guide that provides an Onboarding checklist, process, training, review of features and functionality.
CRM Specific integration guides, videos walkthrough, and end-user documentation are found below:
Tenfold Salesforce Desktop User Guide
Tenfold Salesforce OpenCTI User Guide
Microsoft Dynamics Integration Guide
Installing the Microsoft Dynamics Embedded UI
Tenfold MS Dynamics (DESKTOP) User Guide
Tenfold SugarCRM (DESKTOP) User Guide
Netsuite – Saving Notes to a Contact
Tenfold NetSuite (DESKTOP) User Guide
Zendesk Embedded UI Installation Guide
Tenfold ServiceNow (DESKTOP) User Guide