Selecting a responsible employee based on the results of the call

[ashammi228]

Content
New functionality
New settings have been added to the amoCRM, Bitrix24, and retailCRM integrations, which will improve the efficiency of the sales department.

New functionality
1. When integrating with amoCRM, you can set up the selection of the employee responsible for a successful call in your CoMagic personal account. When redirecting, entities and notes are created for the manager who spoke at the beginning of the conversation, and not for the one who hung up. This allows you to determine the telegram directory employee responsible for the deal and the contact created automatically as a result of the call.

2. In the amoCRM integration settings, you can select several responsible managers at the request channel level and conditions in the event of a lost call, chat or request. For example, now you can set up a responsible employee for each virtual number for a lost call.


3. Contact cards in amoCRM can be supplemented with new data for secondary contact. This is convenient if, for example, the first time a client contacts you via chat and leaves only a phone number, and the second time via a form on the website and leaves an e-mail. Now the e-mail address is automatically added to the already created contact with a phone number.

4. Now you can connect the Bitrix24 callback widget to CoMagic telephony and receive calls to your virtual number.


5. Added status and time of the last successful synchronization with retailCRM. The CoMagic personal account now visually displays information about the results of manual synchronization of employees.

6. Created correspondences in the statuses of retailCRM and virtual PBX, concerning the management of incoming calls. Now, if an employee changes their status in retailCRM, it automatically changes in the telephony service. The employee's status in the virtual PBX determines whether calls will be forwarded to this employee or not.