Screen-pop
Screen-pop, also known as "call-pop," refers to the feature in which App Connect will automatically open a user's browser to a contact you are calling or from whom you are receiving a call. This feature helps agents know exactly who they are speaking to before or during a call.
One will find call-pop settings under the "Call-pop" settings area that control under what circumstances App Connect will automatically open your CRM to the contact or person being called, or calling you.
Screen-pop settings
Setting | Description |
---|---|
Open contact from incoming call | Determines if and when App Connect will open the matched contact in the CRM for an incoming call. Allowed values are: Disable, On first ring, and on answer. |
Open contact from outgoing call | Determines if and when App Connect will open the matched contact in the CRM for an outgoing call. Allowed values are: Disable, On first ring, and on answer. |
Open contact after creating it | If enabled, will cause App Connect to open the CRM to the page to edit a contact immediately upon creating the contact via App Connect. This is especially helpful when you want to augment the newly created contact with more data. |