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The updates come as the cloud communications company announced the launch of Nextiva Contact Centre, their new CCaaS offering. “As a result, our partners are able to sell a reliable, flexible and unified communications solution to their customers.” Nextiva’s Marc Stoll said: “Our latest updates were made with the goal of helping our customers improve customer experiences.
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NOTE: The interaction will be associated with all Nextiva CRM contacts who are selected as recipients of this email. Click CC to copy additional recipients.In the To: field, enter the email address of the recipient(s) and select Use email: email address, or type the email address, first name, or last name of a contact in Nextiva CRM and select the contact from the drop-down list.Select the Activities tab and then select the New Email activity.Add a policy control (firewall) rule to allow traffic from these Nextiva addresses to the LAN network where the VoIP phones are located. Create an address group for Nextiva subnet address objects. Create an address object for each subnet described in Nextiva site.
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In the entity view, click the row corresponding to the instance you want to open (e.g. Nextiva provides a list of their VoIP servers here.Composing a New EmailĬomposing a new email creates a new email thread. If you select an existing contact in Nextiva CRM as a recipient, record of the email will appear in the Interactions feed on the Activities tab of both the Contact entity and the other CRM entity from which you are sending the email. Nextiva CRM will create contact relationships based on the recipient email addresses. Send email messages to customers directly from a CRM entity via the Activities tab in two ways: In Nextiva CRM, agents can interact with current and potential customers via email in the Account, Contact, Case, Sale, and Product entity views, where they are recorded for reference and tracking purposes.