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Knowledge Base - Bubble365 Embedded CRM Apps

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General Compatibility Get started Authentication SearchBar Pop-up notification Multi-result Call control Call waiting Call history Call logging Activity Hub Outbound dialing Custom features Settings

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To get started with the Bubble365 Embedded CRM app—provided it is available for your CRM application—follow the configuration guide for that specific CRM by clicking here. Please note that you will ne...

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On the home screen of the Bubble365 App, you'll find the SearchBar. This feature provides you with a convenient tool that allows you to quickly search for contact information from connected sources. T...

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During an incoming or outgoing call, all relevant customer data from your CRM is displayed immediately. The overview that appears is fully customizable (see "Configuration") and allows you to perform...

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If multiple results are found on the caller's phone number, you can use the arrow buttons (below the action buttons) to click through to the next result found. If you want to influence which contact i...

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Full call control is available in the Bubble365 App (provided your telephony platform supports it), so you can control your desktop phone, softphone or other device directly from this app. The followi...

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If you are also offered other calls during a phone call, those calls appear at the bottom of the pop-up notification and you can easily switch based on a mouse click. Note: The images provide a gene...

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Through the call history, you get an overview of your completed phone calls. If desired, you can reopen a pop-up notification by clicking on it, allowing you to perform various actions. Note: The im...

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From the pop-up notification, you can directly write a call note, which - if supported by your CRM - is automatically saved under the appropriate relation after the call. No call note required? Then,...

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Want to start an outgoing call by dialing a phone number? Simply type the number in the SearchBar’s search field, and the call button will appear automatically. Note: The images provide a general im...

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Because each Bubble365 app can include additional features specific to the application in which it’s integrated, these extra features are described in the configuration guide for that particular appli...

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Note: Each Bubble365 app may include additional settings that are specific to the application where Bubble365 is integrated. These extra settings are detailed in the configuration guide for the respec...

Knowledge Base - Bubble365 Embedded CRM Apps

Knowledge Base

Contents:

Bubble365 Embedded CRM App Overview

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Contents:

Bubble Desktop or Bubble Cloud

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Contents:

Single Sign-On (SSO)

Username and Password

Multi-Factor Authentication (MFA)

QR Login

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Contents:

Enabling or Disabling the Activity Hub

Call logging

Automatic matching

Delay timer

Automatically or manually clearing activities

Real-time search

Manage your Activity Hub email notifications

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