We offer phonesupport and when a customer is calling in i would love to have the same view in order to use for example quicklinks and see the lead/user in the same way as i do when they are chatting or emailing with us.
How is this possible?
We offer phonesupport and when a customer is calling in i would love to have the same view in order to use for example quicklinks and see the lead/user in the same way as i do when they are chatting or emailing with us.
How is this possible?
Best answer by Eric Fitz
The second view is tied to a specific conversation, not a user/lead. You wouldn't be able to open this view unless you were opening a particular conversation.
Can I ask for a bit more information about your use case? What information is missing from the user view that you need from the conversation view?
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