This app provides an extraordinary simple and useful feature - help users to search for known customers and prospects in their customer base (contacts, accounts and leads) by phone number after an inbound call.
Add-on works the best once connected with an external web-based telephony system: you can simply redirect user to a single Creatio URL at the call postprocessing stage. It will show the search results - the list of contacts, accounts and leads that match the phone number.
Price and support
This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.
This application can NOT be used in environments without the Leads functionality. The packages without Leads functionality are provided by request.