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:
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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.
Salesforce Integration GuideTenfold Salesforce Desktop User Guide Tenfold Salesforce OpenCTI User Guide |
B. Microsoft Dynamics Microsoft Dynamics Integration Guide Installing the Microsoft Dynamics Embedded UI Tenfold MS Dynamics (DESKTOP) User Guide |
C. Sugar CRM Tenfold SugarCRM (DESKTOP) User Guide |
D. NetsuiteNetsuite – Saving Notes to a Contact Tenfold NetSuite (DESKTOP) User Guide |
E. ZenDesk Zendesk Embedded UI Installation Guide |
F. Bullhorn |
G. ServiceNowTenfold ServiceNow (DESKTOP) User Guide |
H. Oracle Sales Cloud |