Salesforce

Five9 Update Greeting

March 31, 2023 by m.essa

Use the voice recorder on your laptop to record the message. To save the recording on Salesforce, it must be formatted as u-law WAV file.

Five9 Call Forwarding

March 31, 2023 by m.essa

To turn call forwarding off or on, users should log into the five9 website. Once the user has logged in, click on 'My Settings' then select the 'Call Forwarding' Tab.

General Glossary of Terms

March 13, 2023 by jennifer.mortensen

Learn more about the key acronyms and terms you'll encounter in Integrated Online Services (IOS).

Preferred Communication Method

March 13, 2023 by jennifer.mortensen

Learn about how preferred communication method is collected in IOS.

Accessing Collegis Dashboards

March 13, 2023 by jennifer.mortensen

Both Collegis and Salesforce provide valuable data about lead qualification and transfer. Learn how to access the data you need in this wiki.

Partnering with Collegis for Success

March 13, 2023 by jennifer.mortensen

Wondering how to build on your existing relationship with Collegis to ensure success? Learn about key ways to enable a productive partnership in this wiki.