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Carolyn Chassaigne

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Activity overview

Latest activity by Carolyn Chassaigne
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    Carolyn Chassaigne created an article,

    Using Yesware's BCC to CRM feature

    Our Enterprise and Enterprise + Phone plans integrate directly with Salesforce.com, the world’s leading CRM provider. We also offer a variety of CRM solutions for our Pro and Team users using our B...

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    Carolyn Chassaigne created an article,

    Can I sync recurring events?

    Yesware supports syncing recurring events. When syncing repeated events from Google Calendar to Salesforce, you should be aware that Salesforce (as of the Spring '15 release) imposes limits on the ...

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    Carolyn Chassaigne created an article,

    What are Shared Activities?

    Shared Activities is a Salesforce setting which allows users to relate up to 50 contacts (but only 1 lead) to an event or a task. If you have Shared Activities enabled in Salesforce and are using C...

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    Carolyn Chassaigne created an article,

    How do I sync meetings from Salesforce into Google Calendar?

    To synchronize events from Salesforce to Google calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Sale...

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    Carolyn Chassaigne created an article,

    What is Yesware Phone Dialer?

    Yesware Phone Dialer is part of the new Enterprise + Phone plan, combining Yesware’s entire sales productivity platform with a brand new way to spend less time dialing, and more time selling.  ...

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    Carolyn Chassaigne created an article,

    Do I still have Click to Call functionality on the Enterprise plan?

    We have made the business decision to retire our legacy Click-to-Call feature at the end of 2017 for a better solution. Existing enterprise accounts will have access to legacy Click-to-Call until t...

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    Carolyn Chassaigne created an article,

    Where can I initiate calls using Yesware Phone Dialer?

    Enterprise Customers with Yesware Phone Dialer can initiate calls from multiple places: The Tracking feed in Gmail, Touchpoints call todo cards in Gmail, the Salesforce Sidebar in Gmail and Outlook...

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    Carolyn Chassaigne created an article,

    How do I turn off Call Recording?

    If you have the Yesware Enterprise + Phone plan with call recording, you can sync your recorded calls into Salesforce.  The call recording functionality can be turned on and off through your phone ...

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    Carolyn Chassaigne created an article,

    How do I set up my colleagues extensions for Yesware Phone Dialer?

    Using the Admin > Account > Users and Team page of your Yesware account, you can easily assign extensions for your colleagues.   To do so, select "Assign Phone Numbers" from the top...

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    Carolyn Chassaigne created an article,

    Is there a limit to how many recipients can be added into a Touchpoints Campaign?

    Yesware's Touchpoints feature has a recipient limit of 1000 per each upload (using "Add to Campaign" in Salesforce or a CSV upload) and a limit of 5000 recipients per campaign.