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The SalesLogix tab within CCS Desk Manager contains a list of the SalesLogix integration profiles. A new profile can be added by clicking on the ‘Add’ button, and an existing one can be deleted by clicking on the ‘red bin’ icon.

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Incoming Calls

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The ‘Integration’ setting must be changed to SalesLogix and the profile can be selected from the ‘Profile’ drop down list in the Agent configuration screen as shown below.

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Both CCS Desk and SalesLogix must be running for this integration to work.

 


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