Manual - Exquise Next Generation
Contents:
Exquise Next Generation CRM Configuration
Configuration in CRM application
Easy roll out to other users
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Features
Outbound call possibilities CRM-
Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.
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Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Copy to dial
Select a phone number and get a suggestion to call directly.
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Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.
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Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.
- Other
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Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
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Bubble Gateway Integration
Bubble Gateway Integration is developed for CRM, EPD and ERP applications that have their own integrated telephony module. Bubble handles the technical processing of incoming and outgoing calls, status changes and other telephony actions, and ensures that these – with the proper authentication – are securely passed on to the CRM, or in the case of outgoing calls, to the telephony platform. Which functionalities the end user sees is entirely determined by what the CRM supports. Bubble Gateway Integration connects, the CRM decides.
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Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
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Click to dial
Start an outgoing telephone call with one mouse click from any website.
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Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.
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Latest features
With a Bubble license you are always entitled to the latest functions that can be installed with one click.
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Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.
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Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
Error: "Er zijn geen TAPI devices beschikbaar".
When you have an error like "Er zijn geen TAPI devices beschikbaar" then open the "Telefoon Monitor" -> Click on "Bestand" -> "Instellingen" and select "Telefoonnummer in opdrachtregel". -> O...Log in when you want to read this article
This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.